Two Creeks Capital Management, LP

Est. AUM

$973.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TALEN ENERGY CORP	COM	$71.8M	224779	7.37%	SOLE
2	UBER TECHNOLOGIES INC	COM	$71.1M	988442	7.30%	SOLE
3	DANAHER CORP DEL	COM	$67.4M	355509	6.92%	SOLE
4	VISA INC	COM CL A	$66.7M	220794	6.85%	SOLE
5	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$61.5M	181939	6.31%	SOLE
6	FLOOR & DECOR HLDGS INC	CL A	$58.9M	1160390	6.05%	SOLE
7	MICROSOFT CORP	COM	$58.7M	158604	6.03%	SOLE
8	ESCO TECHNOLOGIES INC	COM	$50.9M	180938	5.23%	SOLE
9	MIRION TECHNOLOGIES INC	COM CL A	$45.5M	2449059	4.68%	SOLE
10	MASTERCARD INCORPORATED	CL A	$45.3M	90649	4.65%	SOLE
11	AIRBNB INC	COM CL A	$45.0M	356325	4.62%	SOLE
12	PLANET FITNESS MASTER ISSUER	CL A	$44.9M	603926	4.61%	SOLE
13	CHIPOTLE MEXICAN GRILL INC	COM	$44.4M	1388269	4.56%	SOLE
14	UNITY SOFTWARE INC	COM	$43.5M	1983683	4.47%	SOLE
15	ASML HLDG NV	N Y REGISTRY SHS	$43.5M	32909	4.46%	SOLE
16	GRAB HOLDINGS LIMITED	CLASS A ORD	$32.8M	8951087	3.36%	SOLE
17	ADVANCE AUTO PARTS INCCALL	COM	$26.8M	507900	2.75%	SOLE
18	WINGSTOP INC	COM	$26.8M	172808	2.75%	SOLE
19	FREEPORT MCMORAN INC	CL B	$23.5M	399816	2.41%	SOLE
20	CORE & MAIN INC	CL A	$20.0M	405639	2.06%	SOLE
21	HDFC BANK LTD	SPONSORED ADS	$14.2M	571154	1.46%	SOLE
22	RENTOKIL INITIAL PLC	SPONSORED ADR	$10.5M	334758	1.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.