Two Creeks Capital Management, LP

CIK

1606430

City

New York

State / Country

Stock

FND — Floor & Decor Holdings, Inc.

Top Portfolio Positions

22 positions · $973,834,291 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
TLN	Talen Energy Corp Utilities	224,779	$71,756,200	7.37%
UBER	Uber Technologies, Inc Technology	988,442	$71,098,633	7.30%
DHR	Danaher Corp /De/ Healthcare	355,509	$67,404,506	6.92%
V	Visa Inc. Financial Services	220,794	$66,732,778	6.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	181,939	$61,486,285	6.31%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	1,160,390	$58,947,812	6.05%
MSFT	Microsoft Corp Technology	158,604	$58,710,442	6.03%
ESE	Esco Technologies Inc Technology	180,938	$50,910,525	5.23%
MIR	Mirion Technologies, Inc. Industrials	2,449,059	$45,528,006	4.68%
MA	Mastercard Inc Financial Services	90,649	$45,293,679	4.65%

25 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$58,947,812	1,160,390	-15.5%	Shares	Sole	2026-05-15
2025-12-31	$83,634,302	1,373,531	-8.5%	Shares	Sole	2026-02-17
2025-09-30	$110,577,858	1,500,378	-7.4%	Shares	Sole	2025-11-14
2025-06-30	$123,013,953	1,619,457	-8.4%	Shares	Sole	2025-08-14
2025-03-31	$142,340,083	1,768,859	+11.4%	Shares	Sole	2025-05-15
2024-12-31	$158,282,723	1,587,590	+7.6%	Shares	Sole	2025-02-14
2024-09-30	$183,223,886	1,475,589	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$145,617,159	1,464,814	+3.7%	Shares	Sole	2024-08-14
2024-03-31	$183,165,503	1,413,096	-9.8%	Shares	Sole	2024-05-15
2023-12-31	$174,770,676	1,566,607	-28.3%	Shares	Sole	2024-02-14
2023-09-30	$197,664,217	2,184,135	+16.4%	Shares	Sole	2023-11-14
2023-06-30	$195,126,370	1,876,937	+1.3%	Shares	Sole	2023-08-14
2023-03-31	$181,897,252	1,851,937	-23.8%	Shares	Sole	2023-05-15
2022-12-31	$169,186,765	2,429,797	-3.0%	Shares	Sole	2023-02-14
2022-09-30	$175,940,876	2,504,140	+3.6%	Shares	Sole	2022-11-14
2022-06-30	$152,244,646	2,418,117	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$195,322,023	2,411,383	+23.6%	Shares	Sole	2022-05-16
2021-12-31	$253,686,562	1,951,285	-18.9%	Shares	Sole	2022-02-14
2021-09-30	$290,473,980	2,404,785	+7.2%	Shares	Sole	2021-10-26
2021-06-30	$237,147,885	2,243,594	+12.2%	Shares	Sole	2021-08-16
2021-03-31	$190,972,412	2,000,130	+2.2%	Shares	Sole	2021-05-17
2020-12-31	$181,706,242	1,956,987	+7.3%	Shares	Sole	2021-02-16
2020-09-30	$136,458,238	1,824,308	-18.9%	Shares	Sole	2020-11-16
2020-06-30	$129,743,746	2,250,542	-25.1%	Shares	Sole	2020-08-14
2020-03-31	$96,371,500	3,003,163	—	Shares	Sole	2020-05-15
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