Two Creeks Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ESCO TECHNOLOGIES INC(ESE) | 0 | 180,938 | +180,938 | 0 | 50,910,525 | 5.38% | +50,910,525 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 95,110 | 181,939 | +86,829 | 28,902,978 | 61,486,285 | 6.49% | +32,583,307 |
| ADVANCE AUTO PARTS INC(AAP)(Call) | 0 | 507,900 | +507,900 | 0 | 26,791,725 | — | +26,791,725 |
| FREEPORT MCMORAN INC(FCX) | 0 | 399,816 | +399,816 | 0 | 23,501,184 | 2.48% | +23,501,184 |
| TALEN ENERGY CORP(TLN) | 132,962 | 224,779 | +91,817 | 49,839,476 | 71,756,200 | 7.58% | +21,916,724 |
| CORE & MAIN INC(CNM) | 0 | 405,639 | +405,639 | 0 | 20,038,567 | 2.12% | +20,038,567 |
| UBER TECHNOLOGIES INC(UBER) | 748,748 | 988,442 | +239,694 | 61,180,199 | 71,098,633 | 7.51% | +9,918,434 |
| MICROSOFT CORP(MSFT) | 103,980 | 158,604 | +54,624 | 50,286,808 | 58,710,443 | 6.20% | +8,423,635 |
| DANAHER CORP DEL(DHR) | 267,329 | 355,509 | +88,180 | 61,196,955 | 67,404,506 | 7.12% | +6,207,551 |
| RENTOKIL INITIAL PLC(RTO) | 334,758 | 334,758 | 0 | 9,861,971 | 10,538,182 | 1.11% | +676,211 |
| AIRBNB INC | 353,550 | 356,325 | +2,775 | 47,983,806 | 44,996,721 | 4.75% | -2,987,085 |
| ICICI BANK LIMITED(IBN) | 115,114 | 0 | -115,114 | 3,430,397 | 0 | — | -3,430,397 |
| UNITY SOFTWARE INC(U) | 1,063,773 | 1,983,683 | +919,910 | 46,986,853 | 43,522,005 | 4.60% | -3,464,848 |
| PLANET FITNESS MASTER ISSUER(PLNT) | 461,206 | 603,926 | +142,720 | 50,027,015 | 44,920,016 | 4.74% | -5,106,999 |
| MASTERCARD INCORPORATED(MA) | 89,998 | 90,649 | +651 | 51,378,058 | 45,293,679 | 4.78% | -6,084,379 |
| VISA INC(V) | 219,206 | 220,794 | +1,588 | 76,877,736 | 66,732,779 | 7.05% | -10,144,957 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 8,881,384 | 8,951,087 | +69,703 | 44,318,106 | 32,760,978 | 3.46% | -11,557,128 |
| ASML HLDG NV N Y REGISTRY SHS | 52,625 | 32,909 | -19,716 | 56,301,383 | 43,467,194 | 4.59% | -12,834,189 |
| HDFC BANK LTD(HDB) | 743,331 | 571,154 | -172,177 | 27,161,315 | 14,210,312 | 1.50% | -12,951,003 |
| WINGSTOP INC(WING) | 171,462 | 172,808 | +1,346 | 40,891,972 | 26,780,056 | 2.83% | -14,111,916 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 1,765,147 | 1,388,269 | -376,878 | 65,310,439 | 44,438,491 | 4.69% | -20,871,948 |
| MIRION TECHNOLOGIES INC(MIR) | 2,923,802 | 2,449,059 | -474,743 | 68,475,443 | 45,528,007 | 4.81% | -22,947,436 |
| FLOOR & DECOR HLDGS INC(FND) | 1,373,531 | 1,160,390 | -213,141 | 83,634,303 | 58,947,812 | 6.22% | -24,686,491 |
| AMAZON COM INC(AMZN) | 147,575 | 0 | -147,575 | 34,063,262 | 0 | — | -34,063,262 |
| ENTEGRIS INC(ENTG) | 431,421 | 0 | -431,421 | 36,347,219 | 0 | — | -36,347,219 |
| EQT CORP(EQT) | 707,665 | 0 | -707,665 | 37,930,844 | 0 | — | -37,930,844 |
| EXPAND ENERGY CORPORATION(EXE) | 344,837 | 0 | -344,837 | 38,056,211 | 0 | — | -38,056,211 |
| DRAFTKINGS INC NEW(DKNG) | 1,120,460 | 0 | -1,120,460 | 38,611,052 | 0 | — | -38,611,052 |
| COUPANG INC(CPNG) | 2,228,146 | 0 | -2,228,146 | 52,561,964 | 0 | — | -52,561,964 |
| LOWES COS INC(LOW) | 240,807 | 0 | -240,807 | 58,073,016 | 0 | — | -58,073,016 |