§ 13F · FUND PROFILE
Two Creeks Capital Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 25Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$121M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TLN | TALEN ENERGY CORP | 225K | $72M | 7.4% | +69% |
| 2 | UBER | UBER TECHNOLOGIES INC | 988K | $71M | 7.3% | +32% |
| 3 | DHR | DANAHER CORP DEL | 356K | $67M | 6.9% | +33% |
| 4 | V | VISA INC | 221K | $67M | 6.9% | +1% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 182K | $61M | 6.3% | +91% |
| 6 | FND | FLOOR & DECOR HLDGS INC | 1.16M | $59M | 6.1% | −16% |
| 7 | MSFT | MICROSOFT CORP | 159K | $59M | 6.0% | +53% |
| 8 | ESE | ESCO TECHNOLOGIES INC | 181K | $51M | 5.2% | NEW |
| 9 | MIR | MIRION TECHNOLOGIES INC | 2.45M | $46M | 4.7% | −16% |
| 10 | MA | MASTERCARD INCORPORATED | 91K | $45M | 4.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TWO SIGNAL
AC read
Two Creeks Capital Management, LP is a Other fund managing $1.4 billion in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed