Two Creeks Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$973.8M
Q ending 2026-03-31
Prior quarter
$1.22B
Q ending 2025-12-31
Change
-20.2% QoQ · -37.8% YoY
Positions
22
reported holdings
Largest positions
All 22 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Talen Energy Corp | TLN | Shares | $71.8M | 225K |
| Uber Technologies Inc | UBER | Shares | $71.1M | 988K |
| Danaher Corp Del | DHR | Shares | $67.4M | 356K |
| Visa Inc | V | Shares | $66.7M | 221K |
| Taiwan Semiconductor Manufac | TSM | Shares | $61.5M | 182K |
| Floor & Decor Hldgs Inc | FND | Shares | $58.9M | 1.2M |
| Microsoft Corp | MSFT | Shares | $58.7M | 159K |
| Esco Technologies Inc | ESE | Shares | $50.9M | 181K |
| Mirion Technologies Inc | MIR | Shares | $45.5M | 2.4M |
| Mastercard Incorporated | MA | Shares | $45.3M | 91K |
| Airbnb Inc | ABNB | Shares | $45.0M | 356K |
| Planet Fitness Master Issuer | PLNT | Shares | $44.9M | 604K |
| Chipotle Mexican Grill Inc | CMG | Shares | $44.4M | 1.4M |
| Unity Software Inc | U | Shares | $43.5M | 2.0M |
| Asml Hldg Nv | Shares | $43.5M | 33K | |
| Grab Holdings Limited | Shares | $32.8M | 9.0M | |
| Advance Auto Parts Inc | AAP | Call | $26.8M | 508K |
| Wingstop Inc | WING | Shares | $26.8M | 173K |
| Freeport Mcmoran Inc | FCX | Shares | $23.5M | 400K |
| Core & Main Inc | CNM | Shares | $20.0M | 406K |
| Hdfc Bank Ltd | HDB | Shares | $14.2M | 571K |
| Rentokil Initial Plc | RTO | Shares | $10.5M | 335K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.