Teca Partners, LP
Austin TX · SEC CIK 0001910154
$1.45亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 15.8%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TMO 加仓+$704.80万
CMG 加仓+$520.16万
OPCH 加仓+$317.37万
LPLA 加仓+$257.12万
2026Q1 卖出最多 按季末市值估算
FND 清仓-$1,205.57万
TJX 减仓-$1,177.23万
GWRE 减仓-$1,002.90万
ELF 清仓-$910.29万
ROST 减仓-$390.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | $2,289.72万 | 15.79% | 311,611 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY IN 看涨期权 | $1,973.88万 | 13.61% | 843,900 | 85,100 | 11.2% | $199.05万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $1,860.44万 | 12.83% | 691,098 | 117,893 | 20.6% | $317.37万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,569.90万 | 10.82% | 31,939 | 14,339 | 81.5% | $704.80万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,551.31万 | 10.70% | 484,632 | 162,500 | 50.4% | $520.16万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $1,506.50万 | 10.39% | 50,078 | 8,547 | 20.6% | $257.12万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,303.27万 | 8.99% | 55,872 | -31 | -0.1% | -$7,231 | 减仓 |
| ROST | ROSS STORES INC | $1,179.03万 | 8.13% | 54,426 | -18,022 | -24.9% | -$390.41万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $883.88万 | 6.09% | 59,099 | -67,057 | -53.2% | -$1,002.90万 | 减仓 |
| TJX | TJX COS INC NEW | $386.47万 | 2.66% | 24,200 | -73,715 | -75.3% | -$1,177.23万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -197,991 | -100.0% | -$1,205.57万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -119,712 | -100.0% | -$910.29万 | 清仓 |