Two Creeks Capital Management as of Sept. 30, 2025
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 25 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Cl A (FND) | 8.0 | $111M | 1.5M | 73.70 | |
| Chipotle Mexican Grill (CMG) | 6.8 | $95M | 2.4M | 39.19 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.4 | $89M | 92k | 968.09 | |
| Mirion Technologies Com Cl A (MIR) | 6.0 | $84M | 3.6M | 23.26 | |
| Uber Technologies (UBER) | 5.9 | $83M | 842k | 97.97 | |
| Visa Com Cl A (V) | 5.3 | $73M | 214k | 341.38 | |
| Lowe's Companies (LOW) | 4.9 | $68M | 270k | 251.31 | |
| Talen Energy Corp (TLN) | 4.4 | $62M | 145k | 425.38 | |
| Airbnb Com Cl A (ABNB) | 4.3 | $60M | 494k | 121.42 | |
| Flutter Entmt SHS (FLUT) | 4.3 | $60M | 235k | 254.00 | |
| Grab Holdings Class A Ord (GRAB) | 4.2 | $58M | 9.7M | 6.02 | |
| Mastercard Incorporated Cl A (MA) | 4.1 | $58M | 101k | 568.81 | |
| Planet Fitness Cl A (PLNT) | 4.1 | $57M | 548k | 103.80 | |
| EQT Corporation (EQT) | 4.0 | $56M | 1.0M | 54.43 | |
| Coupang Cl A (CPNG) | 3.8 | $53M | 1.7M | 32.20 | |
| Atlassian Corporation Cl A (TEAM) | 3.5 | $49M | 305k | 159.70 | |
| CRH Ord (CRH) | 3.4 | $47M | 394k | 119.90 | |
| Entegris (ENTG) | 3.4 | $47M | 506k | 92.46 | |
| Microsoft Corporation (MSFT) | 2.9 | $40M | 78k | 517.95 | |
| Wingstop (WING) | 2.9 | $40M | 159k | 251.68 | |
| Chesapeake Energy Corp (EXE) | 2.9 | $40M | 374k | 106.24 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.8 | $25M | 737k | 34.16 | |
| Tyler Technologies (TYL) | 1.8 | $25M | 48k | 523.16 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.6 | $8.6M | 339k | 25.25 | |
| Icici Bank Adr (IBN) | 0.3 | $3.5M | 115k | 30.23 |
