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Teca Partners, LP
特别关注No.8889 数据截至 2026Q2环比变动 Q1 2026
-$2,871.2万-19.8%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
| T赛默飞世尔TMO |
| 19.16% | 10.82% | $2,228.8万 | 4.4万股 | $1,569.9万 | 3.2万股 | +1.3万股+39.19% | 加仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 14.14% | 6.09% | $1,645.0万 | 13.4万股 | $883.9万 | 5.9万股 | +7.5万股+126.21% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 13.55% | 8.99% | $1,576.7万 | 6.6万股 | $1,303.3万 | 5.6万股 | +1.1万股+18.90% | 加仓 |
 OPTION CARE HEALTHOPCH |
| 13.23% | 12.83% | $1,538.8万 | 73.4万股 | $1,860.4万 | 69.1万股 | +4.3万股+6.18% | 加仓 |
 LPL金融LPLA |
| 13.18% | 10.39% | $1,533.4万 | 5.4万股 | $1,506.5万 | 5.0万股 | +4,360股+8.71% | 加仓 |
 ROSS STORES COMROST |
| 10.08% | 8.13% | $1,173.0万 | 5.5万股 | $1,179.0万 | 5.4万股 | +682股+1.25% | 加仓 |
 ChipotleCMG |
| 9.74% | 10.7% | $1,133.2万 | 33.3万股 | $1,551.3万 | 48.5万股 | -15.1万股-31.23% | 减仓 |
 ACADIA HEALTHCARE INACHC |
| 6.91% | 13.61% | $804.4万 | 27.2万股 | $1,973.9万 | 84.4万股 | -57.2万股-67.72% | 减仓 |
