TWO CREEKS CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 8.95M | $32.76M |
 | MIR | 2.45M | $45.53M |
 | U | 1.98M | $43.52M |
 | CMG | 1.39M | $44.44M |
 | FND | 1.16M | $58.95M |
 | UBER | 988K | $71.10M |
 | PLNT | 604K | $44.92M |
 | HDB | 571K | $14.21M |
 | CNM | 406K | $20.04M |
 | FCX | 400K | $23.50M |
 | ABNB | 356K | $45.00M |
 | DHR | 356K | $67.40M |
 | TLN | 225K | $71.76M |
 | V | 221K | $66.73M |
 | TSM | 182K | $61.49M |
 | ESE | 181K | $50.91M |
 | WING | 173K | $26.78M |
 | MSFT | 159K | $58.71M |
 | MA | 91K | $45.29M |
 | ASML | 33K | $43.47M |
Grab Holdings Limited
GRAB
Shares Held
8.95M
Value
$32.76M
Mirion Technologies, Inc.
MIR
Shares Held
2.45M
Value
$45.53M
Unity Software Inc.
U
Shares Held
1.98M
Value
$43.52M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
1.39M
Value
$44.44M
Floor & Decor Holdings, Inc.
FND
Shares Held
1.16M
Value
$58.95M
Uber Technologies, Inc.
UBER
Shares Held
988K
Value
$71.10M
Planet Fitness, Inc.
PLNT
Shares Held
604K
Value
$44.92M
HDFC Bank Limited
HDB
Shares Held
571K
Value
$14.21M
Core & Main, Inc.
CNM
Shares Held
406K
Value
$20.04M
Freeport-McMoRan Inc.
FCX
Shares Held
400K
Value
$23.50M
Airbnb, Inc.
ABNB
Shares Held
356K
Value
$45.00M
Danaher Corporation
DHR
Shares Held
356K
Value
$67.40M
Talen Energy Corporation
TLN
Shares Held
225K
Value
$71.76M
Visa Inc.
V
Shares Held
221K
Value
$66.73M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
182K
Value
$61.49M
ESCO Technologies Inc.
ESE
Shares Held
181K
Value
$50.91M
Wingstop Inc.
WING
Shares Held
173K
Value
$26.78M
Microsoft Corporation
MSFT
Shares Held
159K
Value
$58.71M
Mastercard Incorporated
MA
Shares Held
91K
Value
$45.29M
ASML Holding N.V.
ASML
Shares Held
33K
Value
$43.47M