13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000833
Total Value
$1.22B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLOOR & DECOR HLDGS INC | FND | 1,373,531 | $83.6M | 6.86% |
| 2 | VISA INC | V | 219,206 | $76.9M | 6.30% |
| 3 | MIRION TECHNOLOGIES INC | MIR | 2,923,802 | $68.5M | 5.61% |
| 4 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,765,147 | $65.3M | 5.35% |
| 5 | DANAHER CORPORATION | 235851102 | 267,329 | $61.2M | 5.02% |
| 6 | UBER TECHNOLOGIES INC | UBER | 748,748 | $61.2M | 5.02% |
| 7 | LOWES COS INC | 548661107 | 240,807 | $58.1M | 4.76% |
| 8 | ASML HOLDING N V | ASMLF | 52,625 | $56.3M | 4.62% |
| 9 | COUPANG INC | CPNG | 2,228,146 | $52.6M | 4.31% |
| 10 | MASTERCARD INCORPORATED | MA | 89,998 | $51.4M | 4.21% |
| 11 | MICROSOFT CORP | MSFT | 103,980 | $50.3M | 4.12% |
| 12 | PLANET FITNESS INC | PLNT | 461,206 | $50.0M | 4.10% |
| 13 | TALEN ENERGY CORP | TLN | 132,962 | $49.8M | 4.09% |
| 14 | AIRBNB INC | ABNB | 353,550 | $48.0M | 3.93% |
| 15 | UNITY SOFTWARE INC | U | 1,063,773 | $47.0M | 3.85% |
| 16 | GRAB HOLDINGS LIMITED | GRABW | 8,881,384 | $44.3M | 3.63% |
| 17 | WINGSTOP INC | WING | 171,462 | $40.9M | 3.35% |
| 18 | DRAFTKINGS INC NEW | DKNG | 1,120,460 | $38.6M | 3.17% |
| 19 | EXPAND ENERGY CORPORATION | EXE | 344,837 | $38.1M | 3.12% |
| 20 | EQT CORP | EQT | 707,665 | $37.9M | 3.11% |
| 21 | ENTEGRIS INC | ENTG | 431,421 | $36.3M | 2.98% |
| 22 | AMAZON COM INC | AMZN | 147,575 | $34.1M | 2.79% |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 95,110 | $28.9M | 2.37% |
| 24 | HDFC BANK LTD | HDB | 743,331 | $27.2M | 2.23% |
| 25 | RENTOKIL INITIAL PLC | RKLIF | 334,758 | $9.9M | 0.81% |
| 26 | ICICI BANK LIMITED | IBN | 115,114 | $3.4M | 0.28% |