Teca Partners, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ACADIA HEALTHCARE COMPANY IN(Call) | 0 | 843,900 | +843,900 | 0 | 19,738,821 | — | +19,738,821 |
| THERMO FISHER SCIENTIFIC INC | 0 | 31,939 | +31,939 | 0 | 15,698,977 | — | +15,698,977 |
| CHIPOTLE MEXICAN GRILL INC | 0 | 484,632 | +484,632 | 0 | 15,513,070 | — | +15,513,070 |
| VIKING HOLDINGS LTD | 0 | 311,611 | +311,611 | 0 | 22,897,176 | — | +22,897,176 |
| FERGUSON ENTERPRISES INC | 0 | 55,872 | +55,872 | 0 | 13,032,703 | — | +13,032,703 |
| OPTION CARE HEALTH INC | 0 | 691,098 | +691,098 | 0 | 18,604,358 | — | +18,604,358 |
| LPL FINL HLDGS INC | 0 | 50,078 | +50,078 | 0 | 15,064,965 | — | +15,064,965 |
| ROSS STORES INC | 0 | 54,426 | +54,426 | 0 | 11,790,304 | — | +11,790,304 |
| E L F BEAUTY INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TJX COS INC NEW | 0 | 24,200 | +24,200 | 0 | 3,864,740 | — | +3,864,740 |
| FLOOR & DECOR HLDGS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GUIDEWIRE SOFTWARE INC | 0 | 59,099 | +59,099 | 0 | 8,838,846 | — | +8,838,846 |