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 |
|---|---|---|---|---|
| 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% |
Holdings in PLNT
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,920,015 | 603,926 | Shares | Sole | 2026-05-15 | |
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