Two Creeks Capital Management, LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| FLOOR & DECOR HOLDINGS INC | $83.63M | 6.9% |
| Visa Inc | $76.88M | 6.3% |
| Mirion Technologies, Inc. | $68.48M | 5.6% |
| Chipotle Mexican Grill Inc | $65.31M | 5.4% |
| DANAHER CORP /DE | $61.20M | 5.0% |
| Uber Technologies, Inc | $61.18M | 5.0% |
| LOWES COMPANIES INC | $58.07M | 4.8% |
| ASML HOLDING N V | $56.30M | 4.6% |
| Coupang, Inc. | $52.56M | 4.3% |
| Mastercard Inc | $51.38M | 4.2% |
| MICROSOFT CORP | $50.29M | 4.1% |
| Planet Fitness, Inc. | $50.03M | 4.1% |
| Talen Energy Corp | $49.84M | 4.1% |
| Airbnb, Inc. | $47.98M | 3.9% |
| Unity Software Inc. | $46.99M | 3.9% |
| GRAB HOLDINGS LIMITED | $44.32M | 3.6% |
| Wingstop Inc. | $40.89M | 3.4% |
| DraftKings Inc. | $38.61M | 3.2% |
| EXPAND ENERGY Corp | $38.06M | 3.1% |
| EQT Corp | $37.93M | 3.1% |
| Entegris, Inc. | $36.35M | 3.0% |
| Amazon.com Inc | $34.06M | 2.8% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $28.90M | 2.4% |
| HDFC BANK LTDHDB | $27.16M | 2.2% |
| RENTOKIL INITIAL PLC | $9.86M | 0.8% |
| ICICI BANK LTDIBN | $3.43M | 0.3% |