Two Creeks Capital Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Two Creeks Capital Management, LP held in its portfolio 26 assets valued at $1,219,688,781 (i.e. $1.22B).

The most valuable assets in the portfolio included: FLOOR & DECOR HLDGS INC ($83.63M), VISA INC ($76.88M), and MIRION TECHNOLOGIES INC ($68.47M).

The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Two Creeks Capital Management, LP Portfolio

FLOOR & DECOR HLDGS INC

VISA INC

MIRION TECHNOLOGIES INC

CHIPOTLE MEXICAN GRILL INC

DANAHER CORPORATION

UBER TECHNOLOGIES INC

LOWES COS INC

ASML HOLDING N V

COUPANG INC

MASTERCARD INCORPORATED

Two Creeks Capital Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
FLOOR & DECOR HLDGS INC	1373531	83634303	CL A
VISA INC	219206	76877736	COM CL A
MIRION TECHNOLOGIES INC	2923802	68475443	COM CL A
CHIPOTLE MEXICAN GRILL INC	1765147	65310439	COM
DANAHER CORPORATION	267329	61196955	COM
UBER TECHNOLOGIES INC	748748	61180199	COM
LOWES COS INC	240807	58073016	COM
ASML HOLDING N V	52625	56301383	N Y REGISTRY SHS
COUPANG INC	2228146	52561964	CL A
MASTERCARD INCORPORATED	89998	51378058	CL A
MICROSOFT CORP	103980	50286808	COM
PLANET FITNESS INC	461206	50027015	CL A
TALEN ENERGY CORP	132962	49839476	COM
AIRBNB INC	353550	47983806	COM CL A
UNITY SOFTWARE INC	1063773	46986853	COM
GRAB HOLDINGS LIMITED	8881384	44318106	CLASS A ORD
WINGSTOP INC	171462	40891972	COM
DRAFTKINGS INC NEW	1120460	38611052	COM CL A
EXPAND ENERGY CORPORATION	344837	38056211	COM
EQT CORP	707665	37930844	COM
ENTEGRIS INC	431421	36347219	COM
AMAZON COM INC	147575	34063262	COM
TAIWAN SEMICONDUCTOR MFG LTD	95110	28902978	SPONSORED ADS
HDFC BANK LTD	743331	27161315	SPONSORED ADS
RENTOKIL INITIAL PLC	334758	9861971	SPONSORED ADR
ICICI BANK LIMITED	115114	3430397	ADR