13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004816
Total Value
$1.39B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLOOR & DECOR HLDGS INC | FND | 1,500,378 | $110.6M | 7.95% |
| 2 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,428,983 | $95.2M | 6.84% |
| 3 | ASML HOLDING N V | ASMLF | 92,352 | $89.4M | 6.43% |
| 4 | MIRION TECHNOLOGIES INC | MIR | 3,598,763 | $83.7M | 6.02% |
| 5 | UBER TECHNOLOGIES INC | UBER | 841,939 | $82.5M | 5.93% |
| 6 | VISA INC | V | 213,975 | $73.0M | 5.25% |
| 7 | LOWES COS INC | 548661107 | 270,149 | $67.9M | 4.88% |
| 8 | TALEN ENERGY CORP | TLN | 144,813 | $61.6M | 4.43% |
| 9 | AIRBNB INC | ABNB | 493,451 | $59.9M | 4.31% |
| 10 | FLUTTER ENTMT PLC | G3643J108 | 235,362 | $59.8M | 4.30% |
| 11 | GRAB HOLDINGS LIMITED | GRABW | 9,662,752 | $58.2M | 4.18% |
| 12 | MASTERCARD INCORPORATED | MA | 101,184 | $57.6M | 4.14% |
| 13 | PLANET FITNESS INC | PLNT | 548,040 | $56.9M | 4.09% |
| 14 | EQT CORP | EQT | 1,033,275 | $56.2M | 4.04% |
| 15 | COUPANG INC | CPNG | 1,656,867 | $53.4M | 3.84% |
| 16 | ATLASSIAN CORPORATION | TEAM | 305,032 | $48.7M | 3.50% |
| 17 | CRH PLC | CRH | 394,350 | $47.3M | 3.40% |
| 18 | ENTEGRIS INC | ENTG | 506,222 | $46.8M | 3.37% |
| 19 | MICROSOFT CORP | MSFT | 77,514 | $40.1M | 2.89% |
| 20 | WINGSTOP INC | WING | 158,465 | $39.9M | 2.87% |
| 21 | EXPAND ENERGY CORPORATION | EXE | 374,239 | $39.8M | 2.86% |
| 22 | HDFC BANK LTD | HDB | 736,895 | $25.2M | 1.81% |
| 23 | TYLER TECHNOLOGIES INC | TYL | 47,983 | $25.1M | 1.81% |
| 24 | RENTOKIL INITIAL PLC | RKLIF | 338,678 | $8.6M | 0.61% |
| 25 | ICICI BANK LIMITED | IBN | 115,114 | $3.5M | 0.25% |