Teca Partners, LP
Austin TX · SEC CIK 0001910154
$1.16亿2026Q2 申报市值
8持仓数
100.0%前十大占比 · 第一大 19.2%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GWRE 加仓+$917.78万
ACHC 新建仓+$804.40万
TMO 加仓+$627.50万
FERG 加仓+$250.67万
LPLA 加仓+$122.81万
2026Q2 卖出最多 按季末市值估算
VIK 清仓-$2,289.72万
CMG 减仓-$514.55万
TJX 清仓-$386.47万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $2,228.80万 | 19.16% | 44,455 | 12,516 | 39.2% | $627.50万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,644.99万 | 14.14% | 133,685 | 74,586 | 126.2% | $917.78万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,576.68万 | 13.55% | 66,434 | 10,562 | 18.9% | $250.67万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $1,538.75万 | 13.23% | 733,788 | 42,690 | 6.2% | $89.52万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $1,533.41万 | 13.18% | 54,438 | 4,360 | 8.7% | $122.81万 | 加仓 |
| ROST | ROSS STORES INC | $1,172.97万 | 10.08% | 55,108 | 682 | 1.3% | $14.52万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,133.20万 | 9.74% | 333,294 | -151,338 | -31.2% | -$514.55万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $804.40万 | 6.91% | 272,400 | 272,400 | — | $804.40万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -311,611 | -100.0% | -$2,289.72万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN 看涨期权 | $0 | 0.00% | 0 | -843,900 | -100.0% | -$1,973.88万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -24,200 | -100.0% | -$386.47万 | 清仓 |