§ 13F · FUND PROFILE
Two Creeks Capital Management, LP.
AUM · $140M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$92M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | 583K | $92M | 65.6% | NEW |
| 2 | FND | FLOOR & DECOR HLDGS INC | 172K | $10M | 7.3% | −85% |
| 3 | V | VISA INC | 21K | $7M | 5.3% | −90% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12K | $6M | 4.0% | −94% |
| 5 | ASML | ASML HLDG NV | 3K | $5M | 3.6% | −92% |
| 6 | HDB | HDFC BANK LTD | 155K | $4M | 2.9% | −73% |
| 7 | TLN | TALEN ENERGY CORP | 10K | $4M | 2.9% | −95% |
| 8 | UBER | UBER TECHNOLOGIES INC | 43K | $3M | 2.2% | −96% |
| 9 | CMG | CHIPOTLE MEXICAN GRILL INC | 71K | $2M | 1.7% | −95% |
| 10 | U | UNITY SOFTWARE INC | 66K | $2M | 1.3% | −97% |
§ 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 $140 million in assets. The fund runs a focused portfolio of just 13 positions.
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