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CIK 0001910154 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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=jivedata("teca-partners-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACADIA HEALTHCARE COMPANY IN | COM | $10.8M | 6.1%Prev: 7.3% | 758,800 SH | Decreased+291,457 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $11.9M | 6.8% | 322,132 SH | New |
| E L F BEAUTY INC | COM | $9.1M | 5.2%Prev: 5.8% | 119,712 SH | Decreased+50,647 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $12.4M | 7.1%Prev: 9.1% | 55,903 SH | Decreased-8,125 SH |
| FLOOR & DECOR HLDGS INC | CL A | $12.1M | 6.9% | 197,991 SH | New |
| GUIDEWIRE SOFTWARE INC | COM | $25.4M | 14.5%Prev: 15.4% | 126,156 SH | Increased+20,000 SH |
| LPL FINL HLDGS INC | COM | $14.8M | 8.5%Prev: 10.2% | 41,531 SH | Decreased-6,953 SH |
| OPTION CARE HEALTH INC | COM NEW | $18.3M | 10.4%Prev: 10.8% | 573,205 SH | Increased-41,003 SH |
| ROSS STORES INC | COM | $13.1M | 7.4%Prev: 7.0% | 72,448 SH | Increased |
| THERMO FISHER SCIENTIFIC INC | COM | $10.2M | 5.8%Prev: 7.8% | 17,600 SH | Decreased-7,750 SH |
| TJX COS INC NEW | COM | $15.0M | 8.6%Prev: 8.9% | 97,915 SH | Increased |
| VIKING HOLDINGS LTD | ORD SHS | $22.3M | 12.7%Prev: 12.2% | 311,611 SH | Increased |
| 13F-HR |
| 0001999371-26-017874 |
| $116.3M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001999371-25-011194 | $143.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001999371-26-010902 | $145.0M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001999371-25-006070 | $139.5M | View |