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Two Creeks Capital Management, LP: CPNG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Two Creeks Capital Management, LP on CPNG, newest first. How the timeline and the estimate are built.

Two Creeks Capital Management, LP held 0 CPNG shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,228,146 shares

    13F-HR 0001172661-26-002355 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,228,146 shares
    Change vs previous 13F +571,279 shares

    4.31% of the 13F portfolio, value $52,561,964.

    13F-HR 0001172661-26-000833 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 1,656,867 shares
    Change vs previous 13F -549,430 shares

    3.84% of the 13F portfolio, value $53,351,117.

    13F-HR 0001172661-25-004816 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 2,206,297 shares
    Change vs previous 13F -843,585 shares

    4.39% of the 13F portfolio, value $66,100,658.

    13F-HR 0001172661-25-003357 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 3,049,882 shares
    Change vs previous 13F +281,219 shares

    4.27% of the 13F portfolio, value $66,883,912.

    13F-HR 0001172661-25-002070 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 2,768,663 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $60,855,213.

    13F-HR 0001172661-25-000957 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).