Two Creeks Capital Management, LP 13F Holdings

CIK 0001606430

As of Sep 30, 2025, Two Creeks Capital Management, LP reported 25 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical1,500,378 10.6M7.95%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical2,428,983$95.2M6.84%
ASML HOLDING NVASMLTechnology92,352$89.4M6.43%
MIRION TECHNOLOGIES INCMIRIndustrials3,598,763$83.7M6.02%
UBER TECHNOLOGIES INCUBERTechnology841,939$82.5M5.93%
VISA INC-CLASS A SHARESVFinancial Services213,975$73.0M5.25%
LOWES COMPANIES INCLOWConsumer Cyclical270,149$67.9M4.88%
TALEN ENERGY CORPTLNUtilities144,813$61.6M4.43%
AIRBNB INCABNBIndustrials493,451$59.9M4.31%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical235,362$59.8M4.30%
GRAB HOLDINGS LTDGRABTechnology9,662,752$58.2M4.18%
MASTERCARD INCMAFinancial Services101,184$57.6M4.14%
PLANET FITNESS INCPLNTConsumer Cyclical548,040$56.9M4.09%
EQT CORPEQTEnergy1,033,275$56.2M4.04%
COUPANG INCCPNGConsumer Cyclical1,656,867$53.4M3.84%
ATLASSIAN CORPTEAMTechnology305,032$48.7M3.50%
CRH PUBLIC LTD COCRHBasic Materials394,350$47.3M3.40%
ENTEGRIS INCENTGTechnology506,222$46.8M3.37%
MICROSOFT CORPMSFTTechnology77,514$40.1M2.89%
WINGSTOP INCWINGConsumer Cyclical158,465$39.9M2.87%
EXPAND ENERGY CORPEXEEnergy374,239$39.8M2.86%
HDFC BANK LTDHDBFinancial Services736,895$25.2M1.81%
TYLER TECHNOLOGIES INCTYLTechnology47,983$25.1M1.81%
RENTOKIL INITIAL PLCRTOIndustrials338,678$8.6M0.61%
ICICI BANK LTDIBNFinancial Services115,114$3.5M0.25%