Holdings
Two Creeks Capital Management, LP
As of Jun 30, 2026, Two Creeks Capital Management, LP reported 12 positions worth US$48M. Largest: Floor & Decor Holdings, Inc., Visa Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Floor & Decor Holdings, Inc. | 172K | US$10.2M | held for review | Jun 30, 2026 |
| Visa Inc. | 21,377 | US$7.33M | held for review | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,565 | US$5.52M | held for review | Jun 30, 2026 |
| Asml Holding Nv | 2,526 | US$5.03M | held for review | Jun 30, 2026 |
| Hdfc Bank Limited | 155K | US$4.01M | held for review | Jun 30, 2026 |
| Talen Energy Corporation | 10,394 | US$3.99M | held for review | Jun 30, 2026 |
| Uber Technologies, Inc. | 43,061 | US$3.11M | held for review | Jun 30, 2026 |
| Chipotle Mexican Grill, Inc. | 70,668 | US$2.4M | held for review | Jun 30, 2026 |
| Unity Software Inc. | 65,563 | US$1.87M | held for review | Jun 30, 2026 |
| Wingstop Inc. | 10,533 | US$1.83M | held for review | Jun 30, 2026 |