13F-HR filed by Two Creeks Capital Management, LP
Two Creeks Capital Management, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 26 holding rows worth $1,219,688,781.
- Accession
- 0001172661-26-000833
- Filer
- CIK 1606430
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 26 entries on the cover page, a total value of $1,219,688,781 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,219,688,781 with VALUE read as dollars as filed, 13F file number 028-16564. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 1,373,531 | $83,634,303 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 219,206 | $76,877,736 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 2,923,802 | $68,475,443 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 1,765,147 | $65,310,439 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 267,329 | $61,196,955 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 748,748 | $61,180,199 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 240,807 | $58,073,016 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 52,625 | $56,301,383 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 2,228,146 | $52,561,964 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 89,998 | $51,378,058 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 103,980 | $50,286,808 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 461,206 | $50,027,015 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 132,962 | $49,839,476 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 353,550 | $47,983,806 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 1,063,773 | $46,986,853 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 8,881,384 | $44,318,106 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 171,462 | $40,891,972 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 1,120,460 | $38,611,052 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 344,837 | $38,056,211 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 707,665 | $37,930,844 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 431,421 | $36,347,219 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 147,575 | $34,063,262 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 95,110 | $28,902,978 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 743,331 | $27,161,315 | dollars as filed | |
| RENTOKIL INITIAL PLC SPONSORED ADR | 760125104 | ADR | 334,758 | $9,861,971 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 115,114 | $3,430,397 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-000833 | this filing | 2026-02-17 | acceptance time not in the bulk data set |