Two Creeks Capital Management, LP

Position in U — Unity Software Inc.

CIK 1606430 New York, NY

Position in U

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,873,790

-$41,648,215 QoQ

Shares Held

65,563

-96.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

3.91%

of 13F equity value

Holder Rank

#190

of 558 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Two Creeks Capital Management, LP holds $6,438,104 across 3 Software - Application names. U ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	43,061	$3,107,281
2	U	Unity Software Inc. This page	65,563	$1,873,790
3	GRAB	Grab Holdings Ltd	386,481	$1,457,033

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,873,790	65,563	-96.7%	Shares	Sole	2026-08-14
2026-03-31	$43,522,005	1,983,683	+86.5%	Shares	Sole	2026-05-15
2025-12-31	$46,986,853	1,063,773	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.