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CIK 0001606430 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCE AUTO PARTS INC | COM | $26.8M | 2.8% | 507,900 SH | New |
| AIRBNB INC | COM CL A | $45.0M | 4.6%Prev: 4.3% | 356,325 SH | Decreased-206,200 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $43.5M | 4.5% | 32,909 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $44.4M | 4.6%Prev: 6.1% | 1,388,269 SH | Decreased-506,681 SH |
| CORE & MAIN INC | CL A | $20.0M | 2.1% | 405,639 SH | New |
| DANAHER CORP DEL | COM | $67.4M | 6.9% | 355,509 SH | New |
| ESCO TECHNOLOGIES INC | COM | $50.9M | 5.2% | 180,938 SH | New |
| FLOOR & DECOR HLDGS INC | CL A | $58.9M | 6.1%Prev: 9.1% | 1,160,390 SH | Decreased-608,469 SH |
| FREEPORT MCMORAN INC | CL B | $23.5M | 2.4% | 399,816 SH | New |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $32.8M | 3.4% | 8,951,087 SH | New |
| HDFC BANK LTD | SPONSORED ADS | $14.2M | 1.5%Prev: 4.1% | 571,154 SH | Decreased-383,460 SH |
| MASTERCARD INCORPORATED | CL A | $45.3M | 4.7%Prev: 3.9% | 90,649 SH | Decreased-19,539 SH |
| MICROSOFT CORP | COM | $58.7M | 6.0% | 158,604 SH | New |
| MIRION TECHNOLOGIES INC | COM CL A | $45.5M | 4.7% | 2,449,059 SH | New |
| PLANET FITNESS MASTER ISSUER | CL A | $44.9M | 4.6% | 603,926 SH | New |
| RENTOKIL INITIAL PLC | SPONSORED ADR | $10.5M | 1.1% | 334,758 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $61.5M | 6.3% | 181,939 SH | New |
| TALEN ENERGY CORP | COM | $71.8M | 7.4%Prev: 2.5% | 224,779 SH | Increased+30,546 SH |
| UBER TECHNOLOGIES INC | COM | $71.1M | 7.3%Prev: 5.0% | 988,442 SH | Decreased-82,411 SH |
| UNITY SOFTWARE INC | COM | $43.5M | 4.5% | 1,983,683 SH | New |
| VISA INC | COM CL A | $66.7M | 6.9%Prev: 7.0% | 220,794 SH | Decreased-89,879 SH |
| WINGSTOP INC | COM | $26.8M | 2.7%Prev: 3.9% | 172,808 SH | Decreased-99,119 SH |
| Q3 2025 |
| 13F-HR |
| 0001172661-25-004816 |
| $1.39B |
| View |
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003630 | $139.5M | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003357 | $1.53B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002355 | $973.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002070 | $1.56B | View |