TWO CREEKS CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 8.88M | $44.32M |
 | MIR | 2.92M | $68.48M |
 | CPNG | 2.23M | $52.56M |
 | CMG | 1.77M | $65.31M |
 | FND | 1.37M | $83.63M |
 | DKNG | 1.12M | $38.61M |
 | U | 1.06M | $46.99M |
 | UBER | 749K | $61.18M |
 | HDB | 743K | $27.16M |
 | EQT | 708K | $37.93M |
 | PLNT | 461K | $50.03M |
 | ENTG | 431K | $36.35M |
 | ABNB | 354K | $47.98M |
 | EXE | 345K | $38.06M |
 | DHR | 267K | $61.20M |
 | LOW | 241K | $58.07M |
 | V | 219K | $76.88M |
 | WING | 171K | $40.89M |
 | AMZN | 148K | $34.06M |
 | TLN | 133K | $49.84M |
Grab Holdings Limited
GRAB
Shares Held
8.88M
Value
$44.32M
Mirion Technologies, Inc.
MIR
Shares Held
2.92M
Value
$68.48M
Coupang, Inc.
CPNG
Shares Held
2.23M
Value
$52.56M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
1.77M
Value
$65.31M
Floor & Decor Holdings, Inc.
FND
Shares Held
1.37M
Value
$83.63M
DraftKings Inc.
DKNG
Shares Held
1.12M
Value
$38.61M
Unity Software Inc.
U
Shares Held
1.06M
Value
$46.99M
Uber Technologies, Inc.
UBER
Shares Held
749K
Value
$61.18M
HDFC Bank Limited
HDB
Shares Held
743K
Value
$27.16M
EQT Corporation
EQT
Shares Held
708K
Value
$37.93M
Planet Fitness, Inc.
PLNT
Shares Held
461K
Value
$50.03M
Entegris, Inc.
ENTG
Shares Held
431K
Value
$36.35M
Airbnb, Inc.
ABNB
Shares Held
354K
Value
$47.98M
Expand Energy Corporation
EXE
Shares Held
345K
Value
$38.06M
Danaher Corporation
DHR
Shares Held
267K
Value
$61.20M
Lowe's Companies, Inc.
LOW
Shares Held
241K
Value
$58.07M
Visa Inc.
V
Shares Held
219K
Value
$76.88M
Wingstop Inc.
WING
Shares Held
171K
Value
$40.89M
Amazon.com, Inc.
AMZN
Shares Held
148K
Value
$34.06M
Talen Energy Corporation
TLN
Shares Held
133K
Value
$49.84M