Two Creeks Capital Management, LP
Net seller this quarter
$140M
12
-$1.01B
32.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FND | $10.2M | 7.34% | 0.16% | -85.1% | Q1 2019 |
 V | $7.33M | 5.26% | 0.00% | -90.3% | Q4 2014 |
 TSM | $5.52M | 3.96% | 0.00% | -93.6% | Q4 2025 |
 ASML | $5.03M | 3.60% | 0.00% | -92.3% | Q4 2022 |
 HDB | $4.01M | 2.88% | 0.00% | -72.8% | Q4 2014 |
 TLN | $3.99M | 2.86% | 0.02% | -95.4% | Q1 2025 |
 UBER | $3.11M | 2.23% | 0.00% | -95.6% | Q4 2024 |
 CMG | $2.4M | 1.72% | 0.01% | -94.9% | Q1 2023 |
 U | $1.87M | 1.34% | 0.01% | -96.7% | Q4 2025 |
 WING | $1.83M | 1.31% | 0.04% | -93.9% | Q1 2025 |
 GRAB | $1.46M | 1.04% | Not reported | -95.7% | Q3 2025 |
 ABNB | $1.18M | 0.85% | Not reported | -97.7% | Q1 2023 |
| Q1 2026 | |||||
| TLN | $71.8M | 7.37% | 0.50% | +69.1% | Q1 2025 |
| UBER | $71.1M | 7.30% | 0.05% | +32.0% | Q4 2024 |
 DHR | $67.4M | 6.92% | 0.05% | +33.0% | Q4 2025 |
| V | $66.7M | 6.85% | 0.01% | +0.7% | Q4 2014 |
| TSM | $61.5M | 6.31% | 0.00% | +91.3% | Q4 2025 |
| FND | $58.9M | 6.05% | 1.07% | -15.5% | Q1 2019 |
 MSFT | $58.7M | 6.03% | 0.00% | +52.5% | Q2 2025 |
 ESE | $50.9M | 5.23% | 0.70% | New | Q1 2026 |
 MIR | $45.5M | 4.68% | 13.06% | -16.2% | Q3 2025 |
 MA | $45.3M | 4.65% | 0.01% | +0.7% | Q4 2014 |
| ABNB | $45M | 4.62% | Not reported | +0.8% | Q1 2023 |
 PLNT | $44.9M | 4.61% | 603926.00% | +30.9% | Q1 2024 |
| CMG | $44.4M | 4.56% | 0.11% | -21.4% | Q1 2023 |
| U | $43.5M | 4.47% | 0.45% | +86.5% | Q4 2025 |
| ASML | $43.5M | 4.46% | 0.01% | -37.5% | Q4 2022 |
| GRAB | $32.8M | 3.36% | Not reported | +0.8% | Q3 2025 |
| WING | $26.8M | 2.75% | 0.63% | +0.8% | Q1 2025 |
 FCX | $23.5M | 2.41% | 0.03% | New | Q1 2026 |
 CNM | $20M | 2.06% | Not reported | New | Q1 2026 |
| HDB | $14.2M | 1.46% | 0.00% | -23.2% | Q4 2014 |
 RTO | $10.5M | 1.08% | 0.01% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| FND | $83.6M | 6.86% | 1.27% | -8.5% | Q1 2019 |
| V | $76.9M | 6.30% | 0.01% | +2.4% | Q4 2014 |
| MIR | $68.5M | 5.61% | 15.59% | -18.8% | Q3 2025 |
| CMG | $65.3M | 5.35% | 0.13% | -27.3% | Q1 2023 |
| DHR | $61.2M | 5.02% | 0.04% | New | Q4 2025 |
| UBER | $61.2M | 5.02% | 0.04% | -11.1% | Q4 2024 |
 LOW | $58.1M | 4.76% | 0.04% | -10.9% | Q4 2014 |
| ASML | $56.3M | 4.62% | 0.01% | -43.0% | Q4 2022 |
 CPNG | $52.6M | 4.31% | Not reported | +34.5% | Q3 2023 |
| MA | $51.4M | 4.21% | 0.01% | -11.1% | Q4 2014 |
| MSFT | $50.3M | 4.12% | 0.00% | +34.1% | Q2 2025 |
| PLNT | $50M | 4.10% | 461206.00% | -15.8% | Q1 2024 |
| TLN | $49.8M | 4.09% | 0.29% | -8.2% | Q1 2025 |
| ABNB | $48M | 3.93% | Not reported | -28.4% | Q1 2023 |
| U | $47M | 3.85% | 0.25% | New | Q4 2025 |
| GRAB | $44.3M | 3.63% | Not reported | -8.1% | Q3 2025 |
| WING | $40.9M | 3.35% | 0.62% | +8.2% | Q1 2025 |
 DKNG | $38.6M | 3.17% | Not reported | New | Q4 2025 |
 EXE | $38.1M | 3.12% | 0.14% | -7.9% | Q4 2024 |
 EQT | $37.9M | 3.11% | 0.11% | -31.5% | Q1 2016 |
 ENTG | $36.3M | 2.98% | 0.28% | -14.8% | Q3 2025 |
 AMZN | $34.1M | 2.79% | 0.00% | Not reported | Q3 2021 |
| TSM | $28.9M | 2.37% | 0.00% | New | Q4 2025 |
| HDB | $27.2M | 2.23% | 0.00% | +0.9% | Q4 2014 |
| RTO | $9.86M | 0.81% | 0.01% | -1.2% | Q2 2025 |
 IBN | $3.43M | 0.28% | Not reported | Not reported | Q1 2018 |
| Q3 2025 | |||||
| FND | $111M | 7.95% | 1.39% | -7.4% | Q1 2019 |
| CMG | $95.2M | 6.84% | 0.18% | +73.5% | Q1 2023 |
| ASML | $89.4M | 6.43% | 0.02% | +1.8% | Q4 2022 |
| MIR | $83.7M | 6.02% | 19.19% | New | Q3 2025 |
| UBER | $82.5M | 5.93% | 0.04% | -13.1% | Q4 2024 |
| V | $73M | 5.25% | 0.01% | -7.4% | Q4 2014 |
| LOW | $67.9M | 4.88% | 0.05% | -24.1% | Q4 2014 |
| TLN | $61.6M | 4.43% | 0.32% | -57.0% | Q1 2025 |
| ABNB | $59.9M | 4.31% | Not reported | +1.8% | Q1 2023 |
 FLUT | $59.8M | 4.30% | 0.13% | -18.7% | Q4 2024 |
| GRAB | $58.2M | 4.18% | Not reported | New | Q3 2025 |
| MA | $57.6M | 4.14% | 0.01% | -7.4% | Q4 2014 |
| PLNT | $56.9M | 4.09% | 548040.00% | +1.3% | Q1 2024 |
| EQT | $56.2M | 4.04% | 0.17% | -16.1% | Q1 2016 |
| CPNG | $53.4M | 3.84% | Not reported | -24.9% | Q3 2023 |
 TEAM | $48.7M | 3.50% | Not reported | +25.2% | Q2 2025 |
 CRH | $47.3M | 3.40% | 0.06% | -55.1% | Q1 2024 |
| ENTG | $46.8M | 3.37% | 0.33% | New | Q3 2025 |
| MSFT | $40.1M | 2.89% | 0.00% | -13.4% | Q2 2025 |
| WING | $39.9M | 2.87% | 0.57% | -15.2% | Q1 2025 |
| EXE | $39.8M | 2.86% | 0.16% | +0.5% | Q4 2024 |
| HDB | $25.2M | 1.81% | 0.00% | -44.7% | Q4 2014 |
 TYL | $25.1M | 1.81% | 0.10% | +1.0% | Q1 2017 |
| RTO | $8.55M | 0.61% | 0.01% | +325.5% | Q2 2025 |
| IBN | $3.48M | 0.25% | Not reported | Not reported | Q1 2018 |