Two Creeks Capital Management as of Dec. 31, 2025
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Cl A (FND) | 6.9 | $84M | 1.4M | 60.89 | |
| Visa Com Cl A (V) | 6.3 | $77M | 219k | 350.71 | |
| Mirion Technologies Com Cl A (MIR) | 5.6 | $69M | 2.9M | 23.42 | |
| Chipotle Mexican Grill (CMG) | 5.4 | $65M | 1.8M | 37.00 | |
| Danaher Corporation (DHR) | 5.0 | $61M | 267k | 228.92 | |
| Uber Technologies (UBER) | 5.0 | $61M | 749k | 81.71 | |
| Lowe's Companies (LOW) | 4.8 | $58M | 241k | 241.16 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.6 | $56M | 53k | 1069.86 | |
| Coupang Cl A (CPNG) | 4.3 | $53M | 2.2M | 23.59 | |
| Mastercard Incorporated Cl A (MA) | 4.2 | $51M | 90k | 570.88 | |
| Microsoft Corporation (MSFT) | 4.1 | $50M | 104k | 483.62 | |
| Planet Fitness Cl A (PLNT) | 4.1 | $50M | 461k | 108.47 | |
| Talen Energy Corp (TLN) | 4.1 | $50M | 133k | 374.84 | |
| Airbnb Com Cl A (ABNB) | 3.9 | $48M | 354k | 135.72 | |
| Unity Software (U) | 3.9 | $47M | 1.1M | 44.17 | |
| Grab Holdings Class A Ord (GRAB) | 3.6 | $44M | 8.9M | 4.99 | |
| Wingstop (WING) | 3.4 | $41M | 172k | 238.49 | |
| Draftkings Com Cl A (DKNG) | 3.2 | $39M | 1.1M | 34.46 | |
| Chesapeake Energy Corp (EXE) | 3.1 | $38M | 345k | 110.36 | |
| EQT Corporation (EQT) | 3.1 | $38M | 708k | 53.60 | |
| Entegris (ENTG) | 3.0 | $36M | 431k | 84.25 | |
| Amazon (AMZN) | 2.8 | $34M | 148k | 230.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.4 | $29M | 95k | 303.89 | |
| Hdfc Bank Sponsored Ads (HDB) | 2.2 | $27M | 743k | 36.54 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.8 | $9.9M | 335k | 29.46 | |
| Icici Bank Adr (IBN) | 0.3 | $3.4M | 115k | 29.80 |
