Filed: 11/13/2025ACC: 0001999371-25-017683
📋 What this filing means
TECA PARTNERS, LP filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $158.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$158.53M
Total AUM (reported)
2.04M
Total Shares
Allocation by class
COM$107.73M68.0%
ORD SHS$19.37M12.2%
COM NEW$17.05M10.8%
COMMON STOCK NEW$14.38M9.1%
Portfolio Concentration
Top 3$60.82M38.4%
4–10$88.72M56.0%
11–25$8.99M5.7%
Top 3 weight
38.4%
Top 10 weight
94.3%
Voting Authority Distribution
Total shares with voting rights: 2.04M
Sole
Full voting authority
2.04M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
GUIDEWIRE SOFTWARE INC
SOLEShares106.16K
TypeSH
Market value$24.40M
15.39%
Sole
106.16K
Shared
0.00
None
0.00
VIKING HOLDINGS LTD
SOLEShares311.61K
TypeSH
Market value$19.37M
12.22%
Sole
311.61K
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares614.21K
TypeSH
Market value$17.05M
10.76%
Sole
614.21K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares48.48K
TypeSH
Market value$16.13M
10.17%
Sole
48.48K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares64.03K
TypeSH
Market value$14.38M
9.07%
Sole
64.03K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares97.92K
TypeSH
Market value$14.15M
8.93%
Sole
97.92K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares25.35K
TypeSH
Market value$12.30M
7.76%
Sole
25.35K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares467.34K
TypeSH
Market value$11.57M
7.30%
Sole
467.34K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares72.45K
TypeSH
Market value$11.04M
6.96%
Sole
72.45K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares69.06K
TypeSH
Market value$9.15M
5.77%
Sole
69.06K
Shared
0.00
None
0.00
FORTUNE BRANDS INNOVATIONS I
SOLEShares168.37K
TypeSH
Market value$8.99M
5.67%
Sole
168.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GUIDEWIRE SOFTWARE INCSOLE | COM | 106.16K | SH | $24.40M 15.39% | 106.16K | 0.00 | 0.00 |
VIKING HOLDINGS LTDSOLE | ORD SHS | 311.61K | SH | $19.37M 12.22% | 311.61K | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 614.21K | SH | $17.05M 10.76% | 614.21K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 48.48K | SH | $16.13M 10.17% | 48.48K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 64.03K | SH | $14.38M 9.07% | 64.03K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 97.92K | SH | $14.15M 8.93% | 97.92K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 25.35K | SH | $12.30M 7.76% | 25.35K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 467.34K | SH | $11.57M 7.30% | 467.34K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 72.45K | SH | $11.04M 6.96% | 72.45K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | COM | 69.06K | SH | $9.15M 5.77% | 69.06K | 0.00 | 0.00 |
FORTUNE BRANDS INNOVATIONS ISOLE | COM | 168.37K | SH | $8.99M 5.67% | 168.37K | 0.00 | 0.00 |