Teca Partners, LP - Portfolio Stock Holdings

Teca Partners, LP disclosed 10 stock positions in a recent SEC 13F filing. $116,332,015 of stock holdings were filed, with the largest holdings including TMO, GWRE, and FERG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $174,785,964 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.