Universe · entity
Two Creeks Capital Management, LP
Institutional manager (13F) · CIK 1606430
13F holdings · as of 2026-03-31 · top 21 · reported portfolio $947M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TALEN ENERGY CORP | $72M | 224,779 |
| 2 | UBER TECHNOLOGIES INC | $71M | 988,442 |
| 3 | DANAHER CORP DEL | $67M | 355,509 |
| 4 | VISA INC | $67M | 220,794 |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $61M | 181,939 |
| 6 | FLOOR & DECOR HLDGS INC | $59M | 1,160,390 |
| 7 | MICROSOFT CORP | $59M | 158,604 |
| 8 | ESCO TECHNOLOGIES INC | $51M | 180,938 |
| 9 | MIRION TECHNOLOGIES INC | $46M | 2,449,059 |
| 10 | MASTERCARD INCORPORATED | $45M | 90,649 |
| 11 | AIRBNB INC | $45M | 356,325 |
| 12 | PLANET FITNESS MASTER ISSUER | $45M | 603,926 |
| 13 | CHIPOTLE MEXICAN GRILL INC | $44M | 1,388,269 |
| 14 | UNITY SOFTWARE INC | $44M | 1,983,683 |
| 15 | ASML HLDG NV | $43M | 32,909 |
| 16 | GRAB HOLDINGS LIMITED | $33M | 8,951,087 |
| 17 | WINGSTOP INC | $27M | 172,808 |
| 18 | FREEPORT MCMORAN INC | $24M | 399,816 |
| 19 | CORE & MAIN INC | $20M | 405,639 |
| 20 | HDFC BANK LTD | $14M | 571,154 |
| 21 | RENTOKIL INITIAL PLC | $11M | 334,758 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.