Filed: 2/13/2026ACC: 0001999371-26-003318
📋 What this filing means
TECA PARTNERS, LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $175.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$175.29M
Total AUM (reported)
2.70M
Total Shares
Allocation by class
COM$110.27M62.9%
ORD SHS$22.25M12.7%
COM NEW$18.26M10.4%
COMMON STOCK NEW$12.45M7.1%
CL A$12.06M6.9%
Portfolio Concentration
Top 3$65.87M37.6%
4–10$90.11M51.4%
11–25$19.30M11.0%
Top 3 weight
37.6%
Top 10 weight
89.0%
Voting Authority Distribution
Total shares with voting rights: 2.70M
Sole
Full voting authority
2.70M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
GUIDEWIRE SOFTWARE INC
SOLEShares126.16K
TypeSH
Market value$25.36M
14.47%
Sole
126.16K
Shared
0.00
None
0.00
VIKING HOLDINGS LTD
SOLEShares311.61K
TypeSH
Market value$22.25M
12.69%
Sole
311.61K
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares573.21K
TypeSH
Market value$18.26M
10.42%
Sole
573.21K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares97.92K
TypeSH
Market value$15.04M
8.58%
Sole
97.92K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares41.53K
TypeSH
Market value$14.83M
8.46%
Sole
41.53K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares72.45K
TypeSH
Market value$13.05M
7.45%
Sole
72.45K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares55.90K
TypeSH
Market value$12.45M
7.10%
Sole
55.90K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares197.99K
TypeSH
Market value$12.06M
6.88%
Sole
197.99K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares322.13K
TypeSH
Market value$11.92M
6.80%
Sole
322.13K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares758.80K
TypeSH
Market value$10.77M
6.14%
Sole
758.80K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares17.60K
TypeSH
Market value$10.20M
5.82%
Sole
17.60K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares119.71K
TypeSH
Market value$9.10M
5.19%
Sole
119.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GUIDEWIRE SOFTWARE INCSOLE | COM | 126.16K | SH | $25.36M 14.47% | 126.16K | 0.00 | 0.00 |
VIKING HOLDINGS LTDSOLE | ORD SHS | 311.61K | SH | $22.25M 12.69% | 311.61K | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 573.21K | SH | $18.26M 10.42% | 573.21K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 97.92K | SH | $15.04M 8.58% | 97.92K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 41.53K | SH | $14.83M 8.46% | 41.53K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 72.45K | SH | $13.05M 7.45% | 72.45K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 55.90K | SH | $12.45M 7.10% | 55.90K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 197.99K | SH | $12.06M 6.88% | 197.99K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 322.13K | SH | $11.92M 6.80% | 322.13K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 758.80K | SH | $10.77M 6.14% | 758.80K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 17.60K | SH | $10.20M 5.82% | 17.60K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | COM | 119.71K | SH | $9.10M 5.19% | 119.71K | 0.00 | 0.00 |