13F Insight
DOSSIER · 13F-HR · Q2 2026

Two Creeks Capital Management, LP

$140M in tracked AUM across 13 positions as of Q2 2026.

TC
CIK 0001606430 · last filed Jun 30, 2026
Total AUM
$140M
as of Q2 2026
Holdings
13
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Two Creeks Capital Management, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ACWI
ISHARES TR
$92M583K65.6%02
FND
FLOOR & DECOR HLDGS INC
$10M172K7.3%03
V
VISA INC
$7M21K5.3%04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$6M12K4.0%05
N07059210
ASML HLDG NV
$5M3K3.6%06
HDB
HDFC BANK LTD
$4M155K2.9%07
TLN
TALEN ENERGY CORP
$4M10K2.9%08
UBER
UBER TECHNOLOGIES INC
$3M43K2.2%09
CMG
CHIPOTLE MEXICAN GRILL INC
$2M71K1.7%10
U
UNITY SOFTWARE INC
$2M66K1.3%

Filing history

2026Q2Jun 30
$140M▼ 85.7%
13 positionsView →2026Q1Mar 31
$974M▼ 20.2%
22 positionsView →2025Q4Dec 31
$1.2B▼ 12.3%
26 positionsView →2025Q3Sep 30
$1.4B▼ 8.9%
25 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 44