Teca Partners, LP
TECA Partners, LP is an investment advisory firm based in Austin, Texas, founded in 2017 by Fernando Vigil, who serves as Chief Investment Officer and Managing Partner. The firm manages a concentrated and long-term portfolio of high-conviction investments founded on deep fundamental research. TECA specializes in managing a long-biased public equity fund focused on high-quality companies that are less broadly held, with an aim to deliver strong returns and diversification to its investors. The firm employs a small team, reportedly with around 3 clients, and serves institutional and high-net-worth investors.
Investment Strategy
TECA Partners manages a concentrated portfolio of approximately 15 high-conviction investments, using a fundamental research approach and maintaining a 3 to 5-year investment horizon. The fund is long-biased toward public equities, emphasizing patient capital and long-term strategic advantage. Investments are made in high-quality companies that are not widely held, with careful alignment to investor interests and a focus on delivering outsized returns and meaningful diversification. The firm prioritizes deep research, high conviction, and strong relationships with its investors and portfolio companies.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GWRE | GUIDEWIRE SOFTWARE INC | 17.45% | $25.0M | 106,156 | $107.83 | $235.45 | +$3.0M |
V VIK | VIKING HOLDINGS LTD | 17.42% | $25.0M | 468,209 | $53.29 | $53.29 | +$25.0M |
O OPCH | OPTION CARE HEALTH INC | 9.24% | $13.2M | 407,538 | $34.81 | $32.48 | -$224.3K |
F FERG | FERGUSON ENTERPRISES INC | 8.50% | $12.2M | 55,903 | $180.01 | $217.75 | +$513.9K |
R ROST | ROSS STORES INC | 8.10% | $11.6M | 90,893 | $122.03 | $127.58 | -$9.3M |