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Disclosery

Two Creeks Capital Management, LP: V position timeline

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

Two Creeks Capital Management, LP held 0 V 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 -21,377 shares

    13F-HR 0001172661-26-004443 filed by Two Creeks Capital Management, LP
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 21,377 shares
    Change vs previous 13F -199,417 shares

    5.26% of the 13F portfolio, value $7,334,235.

    13F-HR 0001172661-26-003630 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 ended2026-03-31
    13F 220,794 shares
    Change vs previous 13F +1,588 shares

    7.05% of the 13F portfolio, value $66,732,779.

    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).

  4. period ended2025-12-31
    13F 219,206 shares
    Change vs previous 13F +5,231 shares

    6.3% of the 13F portfolio, value $76,877,736.

    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).

  5. period ended2025-09-30
    13F 213,975 shares
    Change vs previous 13F -16,983 shares

    5.25% of the 13F portfolio, value $73,046,786.

    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).

  6. period ended2025-06-30
    13F 230,958 shares
    Change vs previous 13F -79,715 shares

    5.45% of the 13F portfolio, value $82,001,638.

    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).

  7. period ended2025-03-31
    13F 310,673 shares
    Change vs previous 13F -210,401 shares

    6.96% of the 13F portfolio, value $108,878,460.

    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).

  8. period ended2024-12-31
    13F 521,074 shares
    Change vs previous 13F not available

    10.04% of the 13F portfolio, value $164,680,227.

    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).