Filed: 5/15/2026ACC: 0001999371-26-010902
📋 What this filing means
TECA PARTNERS, LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $145.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$145.04M
Total AUM (reported)
2.61M
Total Shares
Allocation by class
COM$90.51M62.4%
ORD SHS$22.90M15.8%
COM NEW$18.60M12.8%
COMMON STOCK NEW$13.03M9.0%
Portfolio Concentration
Top 3$61.24M42.2%
4–10$83.80M57.8%
Top 3 weight
42.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.61M
Sole
Full voting authority
2.61M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
VIKING HOLDINGS LTD
SOLEShares311.61K
TypeSH
Market value$22.90M
15.79%
Sole
311.61K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares843.90K
TypeSH
Market value$19.74M
13.61%
Sole
843.90K
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares691.10K
TypeSH
Market value$18.60M
12.83%
Sole
691.10K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares31.94K
TypeSH
Market value$15.70M
10.82%
Sole
31.94K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares484.63K
TypeSH
Market value$15.51M
10.70%
Sole
484.63K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares50.08K
TypeSH
Market value$15.06M
10.39%
Sole
50.08K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares55.87K
TypeSH
Market value$13.03M
8.99%
Sole
55.87K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares54.43K
TypeSH
Market value$11.79M
8.13%
Sole
54.43K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares59.10K
TypeSH
Market value$8.84M
6.09%
Sole
59.10K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares24.20K
TypeSH
Market value$3.86M
2.66%
Sole
24.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VIKING HOLDINGS LTDSOLE | ORD SHS | 311.61K | SH | $22.90M 15.79% | 311.61K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 843.90K | SH | $19.74M 13.61% | 843.90K | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 691.10K | SH | $18.60M 12.83% | 691.10K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 31.94K | SH | $15.70M 10.82% | 31.94K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 484.63K | SH | $15.51M 10.70% | 484.63K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 50.08K | SH | $15.06M 10.39% | 50.08K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 55.87K | SH | $13.03M 8.99% | 55.87K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 54.43K | SH | $11.79M 8.13% | 54.43K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 59.10K | SH | $8.84M 6.09% | 59.10K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 24.20K | SH | $3.86M 2.66% | 24.20K | 0.00 | 0.00 |