Two Creeks Capital Management as of June 30, 2026
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 65.6 | $92M | 583k | 156.97 | |
| Floor & Decor Hldgs Cl A (FND) | 7.3 | $10M | 173k | 59.36 | |
| Visa Com Cl A (V) | 5.3 | $7.3M | 21k | 343.09 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.0 | $5.5M | 12k | 477.57 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.6 | $5.0M | 2.5k | 1989.44 | |
| Hdfc Bank Sponsored Ads (HDB) | 2.9 | $4.0M | 155k | 25.83 | |
| Talen Energy Corp (TLN) | 2.9 | $4.0M | 10k | 384.26 | |
| Uber Technologies (UBER) | 2.2 | $3.1M | 43k | 72.16 | |
| Chipotle Mexican Grill (CMG) | 1.7 | $2.4M | 71k | 34.00 | |
| Unity Software (U) | 1.3 | $1.9M | 66k | 28.58 | |
| Wingstop (WING) | 1.3 | $1.8M | 11k | 173.41 | |
| Grab Holdings Class A Ord (GRAB) | 1.0 | $1.5M | 387k | 3.77 | |
| Airbnb Com Cl A (ABNB) | 0.8 | $1.2M | 8.2k | 143.10 |
