StockDriftsStockDriftsTop 9 Teca Partners, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | 18.27% | 311.6K | $22.9M | +0.00%(+0) | $46.32(+80.72%) | 2026-03-31 | |
| OPCH | OPTION CARE HEALTH INC | 14.85% | 691.1K | $18.6M | +20.57%(+117.89K) | $29.56(-33.96%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 12.53% | 31.9K | $15.7M | +81.47%(+14.34K) | $485.76(-9.76%) | 2026-03-31 | |
| CMG | CHIPOTLE MEXICAN GRILL INC | 12.38% | 484.6K | $15.5M | +50.45%(+162.50K) | $36.89(-11.50%) | 2026-03-31 | |
| LPLA | LPL FINL HLDGS INC | 12.02% | 50.1K | $15.1M | +20.58%(+8.55K) | $312.50(-4.09%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 10.4% | 55.9K | $13.0M | -0.06%(-31) | $192.78(+16.10%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 9.41% | 54.4K | $11.8M | -24.88%(-18.02K) | $127.07(+67.42%) | 2026-03-31 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 7.05% | 59.1K | $8.8M | -53.15%(-67.06K) | $124.99(+4.12%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 3.08% | 24.2K | $3.9M | -75.28%(-73.72K) | $107.11(+37.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.12% | +56.59% |
| Top 20 Holdings Unweighted | +14.05% | +48.36% |
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