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

Two Creeks Capital Management, LP

Two Creeks's asset manager based in Omaha, NE — $974M in tracked AUM across 22 positions as of Q1 2026.

TC
Two Creeks·Omaha, NE·Asset Manager
CIK 0001606430 · last filed Mar 31, 2026
Total AUM
$974M
▲ 0.5%
vs prior
Holdings
22
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · 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

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