Institutional Fund
Two Creeks Capital Management, LP
New York, NYCIK 16064305 filings on record
Portfolio Value
$947.04M
Q1 2026
Holdings
21
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-22.4%
from $1.22B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Talen Energy Corp7.6%
- Uber Technologies Inc7.5%
- Danaher Corporation7.1%
- Visa Inc7.0%
- Taiwan Semiconductor Mfg Ltd6.5%
- Floor & Decor Hldgs Inc6.2%
- Other58.0%
Portfolio Holdings
21 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Talen Energy Corp | 224.8K | $71.76M | 7.6% | +91.8K | Added |
| 2 | Uber Technologies Inc | 988.4K | $71.10M | 7.5% | +239.7K | Added |
| 3 | Danaher Corporation | 355.5K | $67.40M | 7.1% | +88.2K | Added |
| 4 | Visa Inc | 220.8K | $66.73M | 7.0% | +1.6K | Added |
| 5 | Taiwan Semiconductor Mfg Ltd | 181.9K | $61.49M | 6.5% | +86.8K | Added |
| 6 | Floor & Decor Hldgs Inc | 1.16M | $58.95M | 6.2% | −213.1K | Reduced |
| 7 | Microsoft Corp | 158.6K | $58.71M | 6.2% | +54.6K | Added |
| 8 | Esco Technologies Inc | 180.9K | $50.91M | 5.4% | +180.9K | New |
| 9 | Mirion Technologies Inc | 2.45M | $45.53M | 4.8% | −474.7K | Reduced |
| 10 | Mastercard Incorporated | 90.6K | $45.29M | 4.8% | +651 | Added |
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