Two Creeks Capital Management, LP
Top Portfolio Positions
22 positions ·
$973,834,291 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GRAB
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,760,978 | 8,951,087 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,318,106 | 8,881,384 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $58,169,767 | 9,662,752 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||