Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Two Creeks Capital Management, LP (CIK 1606430) reported $973.8M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TLN ($71.8M, 7.37%), UBER ($71.1M, 7.30%), DHR ($67.4M, 6.92%), V ($66.7M, 6.85%), TSM ($61.5M, 6.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TLN | TALEN ENERGY CORP | $71.8M | 7.37% | 224,779 | Added |
| 2 | UBER | UBER TECHNOLOGIES INC | $71.1M | 7.30% | 988,442 | Added |
| 3 | DHR | DANAHER CORP DEL | $67.4M | 6.92% | 355,509 | Added |
| 4 | V | VISA INC | $66.7M | 6.85% | 220,794 | Added |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.5M | 6.31% | 181,939 | Added |
| 6 | FND | FLOOR & DECOR HLDGS INC | $58.9M | 6.05% | 1.2M | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $58.7M | 6.03% | 158,604 | Added |
| 8 | ESE | ESCO TECHNOLOGIES INC | $50.9M | 5.23% | 180,938 | New |
| 9 | MIR | MIRION TECHNOLOGIES INC | $45.5M | 4.68% | 2.4M | Trimmed |
| 10 | MA | MASTERCARD INCORPORATED | $45.3M | 4.65% | 90,649 | Added |
| 11 | ABNB | AIRBNB INC | $45.0M | 4.62% | 356,325 | Added |
| 12 | PLNT | PLANET FITNESS MASTER ISSUER | $44.9M | 4.61% | 603,926 | Added |
| 13 | CMG | CHIPOTLE MEXICAN GRILL INC | $44.4M | 4.56% | 1.4M | Trimmed |
| 14 | U | UNITY SOFTWARE INC | $43.5M | 4.47% | 2.0M | Added |
| 15 | ASML | ASML HLDG NV | $43.5M | 4.46% | 32,909 | Trimmed |
| 16 | GRAB | GRAB HOLDINGS LIMITED | $32.8M | 3.36% | 9.0M | Added |
| 17 | AAP | ADVANCE AUTO PARTS INC | $26.8M | 2.75% | 507,900 | New |
| 18 | WING | WINGSTOP INC | $26.8M | 2.75% | 172,808 | Added |
| 19 | FCX | FREEPORT MCMORAN INC | $23.5M | 2.41% | 399,816 | New |
| 20 | CNM | CORE & MAIN INC | $20.0M | 2.06% | 405,639 | New |
| 21 | HDB | HDFC BANK LTD | $14.2M | 1.46% | 571,154 | Trimmed |
| 22 | RTO | RENTOKIL INITIAL PLC | $10.5M | 1.08% | 334,758 | Hold |
| 23 | CPNG | COUPANG INC | $0 | 0.00% | 0 | Exited |
| 24 | CHK | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | Exited |
| 25 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31