Two Creeks Capital Management, LP
Two Creeks Capital Management, LP reported 13 holdings worth US$140M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Two Creeks Capital Management, LP reported 13 holdings worth US$140M as of Jun 30, 2026. Largest: Floor & Decor Holdings, Inc., Visa Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$140M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Floor & Decor Holdings, Inc. | 172K | US$10.2M | 7.3% |
| Visa Inc. | 21,377 | US$7.33M | 5.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,565 | US$5.52M | 4.0% |
| Asml Holding Nv | 2,526 | US$5.03M | 3.6% |
| Hdfc Bank Limited | 155K | US$4.01M | 2.9% |
| Talen Energy Corporation | 10,394 | US$3.99M | 2.9% |
| Uber Technologies, Inc. | 43,061 | US$3.11M | 2.2% |
| Chipotle Mexican Grill, Inc. | 70,668 | US$2.4M | 1.7% |
| Unity Software Inc. | 65,563 | US$1.87M | 1.3% |
| Wingstop Inc. | 10,533 | US$1.83M | 1.3% |
| Grab Holdings Limited | 386K | US$1.46M | 1.0% |
| Airbnb, Inc. | 8,246 | US$1.18M | 0.85% |