Filed: 2/17/2026ACC: 0001172661-26-000833
📋 What this filing means
TWO CREEKS CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $1.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$1.22B
Total AUM (reported)
25.12M
Total Shares
Allocation by class
COM$580.16M47.6%
CL A$237.60M19.5%
COM CL A$231.95M19.0%
N Y REGISTRY SHS$56.30M4.6%
SPONSORED ADS$56.06M4.6%
CLASS A ORD$44.32M3.6%
SPONSORED ADR$9.86M0.8%
Portfolio Concentration
Top 3$228.99M18.8%
4–10$406.00M33.3%
11–25$581.27M47.7%
Rest$3.43M0.3%
Top 3 weight
18.8%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 25.12M
Sole
Full voting authority
25.12M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
FLOOR & DECOR HLDGS INC
SOLEShares1.37M
TypeSH
Market value$83.63M
6.86%
Sole
1.37M
Shared
0.00
None
0.00
VISA INC
SOLEShares219.21K
TypeSH
Market value$76.88M
6.30%
Sole
219.21K
Shared
0.00
None
0.00
MIRION TECHNOLOGIES INC
SOLEShares2.92M
TypeSH
Market value$68.48M
5.61%
Sole
2.92M
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares1.77M
TypeSH
Market value$65.31M
5.35%
Sole
1.77M
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares267.33K
TypeSH
Market value$61.20M
5.02%
Sole
267.33K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares748.75K
TypeSH
Market value$61.18M
5.02%
Sole
748.75K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares240.81K
TypeSH
Market value$58.07M
4.76%
Sole
240.81K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares52.63K
TypeSH
Market value$56.30M
4.62%
Sole
52.63K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares2.23M
TypeSH
Market value$52.56M
4.31%
Sole
2.23M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares90K
TypeSH
Market value$51.38M
4.21%
Sole
90K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares103.98K
TypeSH
Market value$50.29M
4.12%
Sole
103.98K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares461.21K
TypeSH
Market value$50.03M
4.10%
Sole
461.21K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares132.96K
TypeSH
Market value$49.84M
4.09%
Sole
132.96K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares353.55K
TypeSH
Market value$47.98M
3.93%
Sole
353.55K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares1.06M
TypeSH
Market value$46.99M
3.85%
Sole
1.06M
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares8.88M
TypeSH
Market value$44.32M
3.63%
Sole
8.88M
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares171.46K
TypeSH
Market value$40.89M
3.35%
Sole
171.46K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares1.12M
TypeSH
Market value$38.61M
3.17%
Sole
1.12M
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares344.84K
TypeSH
Market value$38.06M
3.12%
Sole
344.84K
Shared
0.00
None
0.00
EQT CORP
SOLEShares707.66K
TypeSH
Market value$37.93M
3.11%
Sole
707.66K
Shared
0.00
None
0.00
ENTEGRIS INC
SOLEShares431.42K
TypeSH
Market value$36.35M
2.98%
Sole
431.42K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares147.57K
TypeSH
Market value$34.06M
2.79%
Sole
147.57K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares95.11K
TypeSH
Market value$28.90M
2.37%
Sole
95.11K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares743.33K
TypeSH
Market value$27.16M
2.23%
Sole
743.33K
Shared
0.00
None
0.00
RENTOKIL INITIAL PLC
SOLEShares334.76K
TypeSH
Market value$9.86M
0.81%
Sole
334.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FLOOR & DECOR HLDGS INCSOLE | CL A | 1.37M | SH | $83.63M 6.86% | 1.37M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 219.21K | SH | $76.88M 6.30% | 219.21K | 0.00 | 0.00 |
MIRION TECHNOLOGIES INCSOLE | COM CL A | 2.92M | SH | $68.48M 5.61% | 2.92M | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 1.77M | SH | $65.31M 5.35% | 1.77M | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 267.33K | SH | $61.20M 5.02% | 267.33K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 748.75K | SH | $61.18M 5.02% | 748.75K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 240.81K | SH | $58.07M 4.76% | 240.81K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 52.63K | SH | $56.30M 4.62% | 52.63K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 2.23M | SH | $52.56M 4.31% | 2.23M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 90K | SH | $51.38M 4.21% | 90K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 103.98K | SH | $50.29M 4.12% | 103.98K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 461.21K | SH | $50.03M 4.10% | 461.21K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 132.96K | SH | $49.84M 4.09% | 132.96K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 353.55K | SH | $47.98M 3.93% | 353.55K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 1.06M | SH | $46.99M 3.85% | 1.06M | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 8.88M | SH | $44.32M 3.63% | 8.88M | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 171.46K | SH | $40.89M 3.35% | 171.46K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 1.12M | SH | $38.61M 3.17% | 1.12M | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 344.84K | SH | $38.06M 3.12% | 344.84K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 707.66K | SH | $37.93M 3.11% | 707.66K | 0.00 | 0.00 |
ENTEGRIS INCSOLE | COM | 431.42K | SH | $36.35M 2.98% | 431.42K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 147.57K | SH | $34.06M 2.79% | 147.57K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 95.11K | SH | $28.90M 2.37% | 95.11K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 743.33K | SH | $27.16M 2.23% | 743.33K | 0.00 | 0.00 |
RENTOKIL INITIAL PLCSOLE | SPONSORED ADR | 334.76K | SH | $9.86M 0.81% | 334.76K | 0.00 | 0.00 |
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