Two Creeks Capital Management, LP
CIK: 0001606430SEC EDGAR →
Portfolio Value
$1.2B
Holdings
26
As of
Q4 2025
New Positions
3
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FLOOR & DECOR HLDGS INC | 1,373,531 | $83.6M | 6.86% |
| 2 | VISA INC | 219,206 | $76.9M | 6.30% |
| 3 | MIRION TECHNOLOGIES INC | 2,923,802 | $68.5M | 5.61% |
| 4 | CHIPOTLE MEXICAN GRILL INC | 1,765,147 | $65.3M | 5.35% |
| 5 | DANAHER CORPORATION | 267,329 | $61.2M | 5.02% |
| 6 | UBER TECHNOLOGIES INC | 748,748 | $61.2M | 5.02% |
| 7 | LOWES COS INC | 240,807 | $58.1M | 4.76% |
| 8 | ASML HOLDING N V | 52,625 | $56.3M | 4.62% |
| 9 | COUPANG INC | 2,228,146 | $52.6M | 4.31% |
| 10 | MASTERCARD INCORPORATED | 89,998 | $51.4M | 4.21% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 9 | $471.2M | 38.6% |
| Technology | 6 | $288.0M | 23.6% |
| Financial Services | 4 | $158.8M | 13.0% |
| Industrials | 2 | $78.3M | 6.4% |
| Energy | 2 | $76.0M | 6.2% |
| Healthcare | 1 | $61.2M | 5.0% |
| Utilities | 1 | $49.8M | 4.1% |
| Unknown | 1 | $36.3M | 3.0% |