Two Creeks Capital Management, LP: TSM position timeline

Two Creeks Capital Management, LP held 0 TSM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 0 shares

   Change vs previous 13F -11,565 shares

   13F-HR 0001172661-26-004443 filed by Two Creeks Capital Management, LP
   Accepted 2026-10-08 17:47:33 UTC, ingested 2026-10-08 17:48:52 UTC

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

2. period ended2026-06-30

   13F 11,565 shares

   Change vs previous 13F -170,374 shares

   3.96% of the 13F portfolio, value $5,523,097.

   13F-HR 0001172661-26-003630 filed by Two Creeks Capital Management, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 181,939 shares

   Change vs previous 13F +86,829 shares

   6.49% of the 13F portfolio, value $61,486,285.

   13F-HR 0001172661-26-002355 filed by Two Creeks Capital Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 95,110 shares

   Change vs previous 13F not available

   2.37% of the 13F portfolio, value $28,902,978.

   13F-HR 0001172661-26-000833 filed by Two Creeks Capital Management, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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