Filed: 11/14/2025ACC: 0001172661-25-004816
📋 What this filing means
TWO CREEKS CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $1.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$1.39B
Total AUM (reported)
25.88M
Total Shares
Allocation by class
COM$555.11M39.9%
CL A$327.08M23.5%
COM CL A$216.67M15.6%
N Y REGISTRY SHS$89.41M6.4%
SHS$59.78M4.3%
CLASS A ORD$58.17M4.2%
ORD$47.28M3.4%
Portfolio Concentration
Top 3$295.17M21.2%
4–10$488.43M35.1%
11–25$607.10M43.7%
Top 3 weight
21.2%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 25.88M
Sole
Full voting authority
25.88M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
FLOOR & DECOR HLDGS INC
SOLEShares1.50M
TypeSH
Market value$110.58M
7.95%
Sole
1.50M
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares2.43M
TypeSH
Market value$95.19M
6.84%
Sole
2.43M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares92.35K
TypeSH
Market value$89.41M
6.43%
Sole
92.35K
Shared
0.00
None
0.00
MIRION TECHNOLOGIES INC
SOLEShares3.60M
TypeSH
Market value$83.71M
6.02%
Sole
3.60M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares841.94K
TypeSH
Market value$82.48M
5.93%
Sole
841.94K
Shared
0.00
None
0.00
VISA INC
SOLEShares213.97K
TypeSH
Market value$73.05M
5.25%
Sole
213.97K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares270.15K
TypeSH
Market value$67.89M
4.88%
Sole
270.15K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares144.81K
TypeSH
Market value$61.60M
4.43%
Sole
144.81K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares493.45K
TypeSH
Market value$59.91M
4.31%
Sole
493.45K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares235.36K
TypeSH
Market value$59.78M
4.30%
Sole
235.36K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares9.66M
TypeSH
Market value$58.17M
4.18%
Sole
9.66M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares101.18K
TypeSH
Market value$57.55M
4.14%
Sole
101.18K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares548.04K
TypeSH
Market value$56.89M
4.09%
Sole
548.04K
Shared
0.00
None
0.00
EQT CORP
SOLEShares1.03M
TypeSH
Market value$56.24M
4.04%
Sole
1.03M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.66M
TypeSH
Market value$53.35M
3.84%
Sole
1.66M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares305.03K
TypeSH
Market value$48.71M
3.50%
Sole
305.03K
Shared
0.00
None
0.00
CRH PLC
SOLEShares394.35K
TypeSH
Market value$47.28M
3.40%
Sole
394.35K
Shared
0.00
None
0.00
ENTEGRIS INC
SOLEShares506.22K
TypeSH
Market value$46.81M
3.37%
Sole
506.22K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares77.51K
TypeSH
Market value$40.15M
2.89%
Sole
77.51K
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares158.47K
TypeSH
Market value$39.88M
2.87%
Sole
158.47K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares374.24K
TypeSH
Market value$39.76M
2.86%
Sole
374.24K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares736.89K
TypeSH
Market value$25.17M
1.81%
Sole
736.89K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares47.98K
TypeSH
Market value$25.10M
1.81%
Sole
47.98K
Shared
0.00
None
0.00
RENTOKIL INITIAL PLC
SOLEShares338.68K
TypeSH
Market value$8.55M
0.61%
Sole
338.68K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares115.11K
TypeSH
Market value$3.48M
0.25%
Sole
115.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FLOOR & DECOR HLDGS INCSOLE | CL A | 1.50M | SH | $110.58M 7.95% | 1.50M | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 2.43M | SH | $95.19M 6.84% | 2.43M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 92.35K | SH | $89.41M 6.43% | 92.35K | 0.00 | 0.00 |
MIRION TECHNOLOGIES INCSOLE | COM CL A | 3.60M | SH | $83.71M 6.02% | 3.60M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 841.94K | SH | $82.48M 5.93% | 841.94K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 213.97K | SH | $73.05M 5.25% | 213.97K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 270.15K | SH | $67.89M 4.88% | 270.15K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 144.81K | SH | $61.60M 4.43% | 144.81K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 493.45K | SH | $59.91M 4.31% | 493.45K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 235.36K | SH | $59.78M 4.30% | 235.36K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 9.66M | SH | $58.17M 4.18% | 9.66M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 101.18K | SH | $57.55M 4.14% | 101.18K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 548.04K | SH | $56.89M 4.09% | 548.04K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 1.03M | SH | $56.24M 4.04% | 1.03M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.66M | SH | $53.35M 3.84% | 1.66M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 305.03K | SH | $48.71M 3.50% | 305.03K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 394.35K | SH | $47.28M 3.40% | 394.35K | 0.00 | 0.00 |
ENTEGRIS INCSOLE | COM | 506.22K | SH | $46.81M 3.37% | 506.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 77.51K | SH | $40.15M 2.89% | 77.51K | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 158.47K | SH | $39.88M 2.87% | 158.47K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 374.24K | SH | $39.76M 2.86% | 374.24K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 736.89K | SH | $25.17M 1.81% | 736.89K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 47.98K | SH | $25.10M 1.81% | 47.98K | 0.00 | 0.00 |
RENTOKIL INITIAL PLCSOLE | SPONSORED ADR | 338.68K | SH | $8.55M 0.61% | 338.68K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 115.11K | SH | $3.48M 0.25% | 115.11K | 0.00 | 0.00 |