Two Creeks Capital Management as of March 31, 2026
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Talen Energy Corp (TLN) | 7.4 | $72M | 225k | 319.23 | |
| Uber Technologies (UBER) | 7.3 | $71M | 988k | 71.93 | |
| Danaher Corporation (DHR) | 6.9 | $67M | 356k | 189.60 | |
| Visa Com Cl A (V) | 6.9 | $67M | 221k | 302.24 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 6.3 | $62M | 182k | 337.95 | |
| Floor & Decor Hldgs Cl A (FND) | 6.1 | $59M | 1.2M | 50.80 | |
| Microsoft Corporation (MSFT) | 6.0 | $59M | 159k | 370.17 | |
| ESCO Technologies (ESE) | 5.2 | $51M | 181k | 281.37 | |
| Mirion Technologies Com Cl A (MIR) | 4.7 | $46M | 2.4M | 18.59 | |
| Mastercard Incorporated Cl A (MA) | 4.7 | $45M | 91k | 499.66 | |
| Airbnb Com Cl A (ABNB) | 4.6 | $45M | 356k | 126.28 | |
| Planet Fitness Master Issuer Cl A (PLNT) | 4.6 | $45M | 604k | 74.38 | |
| Chipotle Mexican Grill (CMG) | 4.6 | $44M | 1.4M | 32.01 | |
| Unity Software (U) | 4.5 | $44M | 2.0M | 21.94 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 4.5 | $44M | 33k | 1320.83 | |
| Grab Holdings Class A Ord (GRAB) | 3.4 | $33M | 9.0M | 3.66 | |
| Advance Auto Parts Call Option (AAP) | 2.8 | $27M | 508k | 52.75 | |
| Wingstop (WING) | 2.7 | $27M | 173k | 154.97 | |
| Freeport Mcmoran CL B (FCX) | 2.4 | $24M | 400k | 58.78 | |
| Core & Main Cl A (CNM) | 2.1 | $20M | 406k | 49.40 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.5 | $14M | 571k | 24.88 | |
| Rentokil Initial Sponsored Adr (RTO) | 1.1 | $11M | 335k | 31.48 |
