The Analysis of Two Creeks Capital Management, LP's Holdings


Currently, Two Creeks Capital Management, LP holds 26 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in DHR (+267.3K shares, valued at $61.2M), U (+1.1M shares, valued at $47.0M), N/A (+1.1M shares, valued at $38.6M); decreased their positions in ASML (-39.7K shares, valued at $42.5M), CMG (-663.8K shares, valued at $24.6M), ABNB (-139.9K shares, valued at $19.0M); initiated new positions in DHR (+267.3K shares, valued at $61.2M), U (+1.1M shares, valued at $47.0M), N/A (+1.1M shares, valued at $38.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FND FLOOR & DECOR HLDGS INC1.4M shares-8.45%2025-12-312026-02-17history
V VISA INC219.2K shares2.44%2025-12-312026-02-17history
MIR MIRION TECHNOLOGIES INC2.9M shares-18.76%2025-12-312026-02-17history
CMG CHIPOTLE MEXICAN GRILL INC1.8M shares-27.33%2025-12-312026-02-17history
DHR DANAHER CORPORATION267.3K sharesnew addition2025-12-312026-02-17history
UBER UBER TECHNOLOGIES INC748.7K shares-11.07%2025-12-312026-02-17history
LOW LOWES COS INC240.8K shares-10.86%2025-12-312026-02-17history
ASML ASML HOLDING N V52.6K shares-43.02%2025-12-312026-02-17history
Sponsored
CPNG COUPANG INC2.2M shares34.48%2025-12-312026-02-17history
MA MASTERCARD INCORPORATED90.0K shares-11.06%2025-12-312026-02-17history
MSFT MICROSOFT CORP104.0K shares34.14%2025-12-312026-02-17history
PLNT PLANET FITNESS INC461.2K shares-15.84%2025-12-312026-02-17history
TLN TALEN ENERGY CORP133.0K shares-8.18%2025-12-312026-02-17history
ABNB AIRBNB INC353.6K shares-28.35%2025-12-312026-02-17history
U UNITY SOFTWARE INC1.1M sharesnew addition2025-12-312026-02-17history
GRAB GRAB HOLDINGS LIMITED8.9M shares-8.09%2025-12-312026-02-17history
Sponsored
WING WINGSTOP INC171.5K shares8.20%2025-12-312026-02-17history
DRAFTKINGS INC NEW DRAFTKINGS INC NEW1.1M sharesnew addition2025-12-312026-02-17history
EXE EXPAND ENERGY CORPORATION344.8K shares-7.86%2025-12-312026-02-17history
EQT CORP EQT CORP707.7K shares-31.51%2025-12-312026-02-17history
ENTG ENTEGRIS INC431.4K shares-14.78%2025-12-312026-02-17history
AMZN AMAZON COM INC147.6K sharesnew addition2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD95.1K sharesnew addition2025-12-312026-02-17history
HDB HDFC BANK LTD743.3K shares0.87%2025-12-312026-02-17history
Sponsored
RTO RENTOKIL INITIAL PLC334.8K shares-1.16%2025-12-312026-02-17history
IBN ICICI BANK LIMITED115.1K shares0.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available