13F Insight
DOSSIER · 13F-HR · Q1 2026

Two Creeks Capital Management, LP

$974M in tracked AUM across 22 positions as of Q1 2026.

TC
CIK 0001606430 · last filed Mar 31, 2026
Total AUM
$974M
as of Q1 2026
Holdings
22
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Two Creeks Capital Management, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TLN
TALEN ENERGY CORP
$72M225K7.4%02
UBER
UBER TECHNOLOGIES INC
$71M988K7.3%03
DHR
DANAHER CORP DEL
$67M356K6.9%04
V
VISA INC
$67M221K6.9%05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$61M182K6.3%06
FND
FLOOR & DECOR HLDGS INC
$59M1.2M6.1%07
MSFT
MICROSOFT CORP
$59M159K6.0%08
ESE
ESCO TECHNOLOGIES INC
$51M181K5.2%09
MIR
MIRION TECHNOLOGIES INC
$46M2.4M4.7%10
MA
MASTERCARD INCORPORATED
$45M91K4.7%

Filing history

2026Q1Mar 31
$974M▼ 20.2%
22 positionsView →2025Q4Dec 31
$1.2B▼ 12.3%
26 positionsView →2025Q3Sep 30
$1.4B▼ 8.9%
25 positionsView →2025Q2Jun 30
$1.5B▲ 60.1%
27 positionsLocked2025Q1Mar 31
$953M▼ 41.9%
15 positionsLocked2024Q4Dec 31
$1.6B▲ 8.1%
22 positionsLocked2024Q3Sep 30
$1.5B▼ 5.7%
18 positionsLocked2024Q2Jun 30
$1.6B▼ 7.3%
18 positionsLocked2024Q1Mar 31
$1.7B▲ 8.7%
17 positionsLocked2023Q4Dec 31
$1.6B▲ 3.0%
16 positionsLocked2023Q3Sep 30
$1.6B▼ 6.7%
16 positionsLocked2023Q2Jun 30
$1.7B▲ 10.8%
16 positionsLocked
Showing 12 of 43