§ 13F · FUND PROFILE
Two Creeks Capital Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1390.7T (13F)Positions · 25Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$209.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FND | FLOOR & DECOR HLDGS INC | 1.37M | $83.6T | 6.9% | −8% |
| 2 | V | VISA INC | 219K | $76.9T | 6.3% | +2% |
| 3 | MIR | MIRION TECHNOLOGIES INC | 2.92M | $68.5T | 5.6% | −19% |
| 4 | CMG | CHIPOTLE MEXICAN GRILL INC | 1.77M | $65.3T | 5.4% | −27% |
| 5 | DHR | DANAHER CORPORATION | 267K | $61.2T | 5.0% | NEW |
| 6 | UBER | UBER TECHNOLOGIES INC | 749K | $61.2T | 5.0% | −11% |
| 7 | LOW | LOWES COS INC | 241K | $58.1T | 4.8% | −11% |
| 8 | ASML | ASML HOLDING N V | 53K | $56.3T | 4.6% | −43% |
| 9 | CPNG | COUPANG INC | 2.23M | $52.6T | 4.3% | +34% |
| 10 | MA | MASTERCARD INCORPORATED | 90K | $51.4T | 4.2% | −11% |
§ 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 $1390703.2 trillion in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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