Two Creeks Capital Management, LP
22 holdingsFiling period: 2026-03-31Current AUM: $1.05Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TLN | TALEN ENERGY CORP | 224.8K | $71.8M | $75.1M | 7.17% | +91.8K | 2026-03-31 |
| 2 | UBER | UBER TECHNOLOGIES INC | 988.4K | $71.1M | $69.5M | 6.64% | +239.7K | 2026-03-31 |
| 3 | DHR | DANAHER CORP DEL | 355.5K | $67.4M | $69.3M | 6.61% | +88.2K | 2026-03-31 |
| 4 | V | VISA INC | 220.8K | $66.7M | $80.8M | 7.71% | +1.6K | 2026-03-31 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 181.9K | $61.5M | $73.5M | 7.02% | +86.8K | 2026-03-31 |
| 6 | FND | FLOOR & DECOR HLDGS INC | 1.16M | $58.9M | $66.8M | 6.37% | -213,141 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 158.6K | $58.7M | $73.7M | 7.03% | +54.6K | 2026-03-31 |
| 8 | ESE | ESCO TECHNOLOGIES INC | 180.9K | $50.9M | $57.0M | 5.44% | -- | 2026-03-31 |
| 9 | MIR | MIRION TECHNOLOGIES INC | 2.45M | $45.5M | $36.7M | 3.50% | -474,743 | 2026-03-31 |
| 10 | MA | MASTERCARD INCORPORATED | 90.6K | $45.3M | $52.0M | 4.96% | +651 | 2026-03-31 |
| 11 | ABNB | AIRBNB INC | 356.3K | $45.0M | $54.0M | 5.15% | +2.8K | 2026-03-31 |
| 12 | PLNT | PLANET FITNESS MASTER ISSUER | 603.9K | $44.9M | $33.8M | 3.22% | +142.7K | 2026-03-31 |
| 13 | CMG | CHIPOTLE MEXICAN GRILL INC | 1.39M | $44.4M | $51.7M | 4.93% | -376,878 | 2026-03-31 |
| 14 | U | UNITY SOFTWARE INC | 1.98M | $43.5M | $62.9M | 6.00% | +919.9K | 2026-03-31 |
| 15 | — | ASML HLDG NV | 32.9K | $43.5M | $43.5M | 4.15% | -19,716 | 2026-03-31 |
| 16 | — | GRAB HOLDINGS LIMITED | 8.95M | $32.8M | $32.8M | 3.13% | +69.7K | 2026-03-31 |
| 17 | AAP | ADVANCE AUTO PARTS INC | 507.9K | $26.8M | $28.2M | 2.69% | -- | 2026-03-31 |
| 18 | WING | WINGSTOP INC | 172.8K | $26.8M | $22.4M | 2.14% | +1.3K | 2026-03-31 |
| 19 | FCX | FREEPORT MCMORAN INC | 399.8K | $23.5M | $25.0M | 2.39% | -- | 2026-03-31 |
| 20 | CNM | CORE & MAIN INC | 405.6K | $20.0M | $17.8M | 1.70% | -- | 2026-03-31 |
| 21 | HDB | HDFC BANK LTD | 571.2K | $14.2M | $13.7M | 1.30% | -172,177 | 2026-03-31 |
| 22 | RTO | RENTOKIL INITIAL PLC | 334.8K | $10.5M | $7.8M | 0.75% | -- | 2026-03-31 |
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