The Analysis of Two Creeks Capital Management, LP's Holdings


Currently, Two Creeks Capital Management, LP holds 25 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in MIR (+3.6M shares, valued at $83.7M), GRAB (+9.7M shares, valued at $58.2M), ENTG (+506.2K shares, valued at $46.8M); decreased their positions in TLN (-192.1K shares, valued at $81.7M), CRH (-484.8K shares, valued at $58.1M), LOW (-85.9K shares, valued at $21.6M); initiated new positions in MIR (+3.6M shares, valued at $83.7M), GRAB (+9.7M shares, valued at $58.2M), ENTG (+506.2K shares, valued at $46.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FND FLOOR & DECOR HLDGS INC1.5M shares-7.35%2025-09-302025-11-14history
CMG CHIPOTLE MEXICAN GRILL INC2.4M shares73.45%2025-09-302025-11-14history
ASML ASML HOLDING N V92.4K shares1.79%2025-09-302025-11-14history
MIR MIRION TECHNOLOGIES INC3.6M sharesnew addition2025-09-302025-11-14history
UBER UBER TECHNOLOGIES INC841.9K shares-13.11%2025-09-302025-11-14history
V VISA INC214.0K shares-7.35%2025-09-302025-11-14history
LOW LOWES COS INC270.1K shares-24.12%2025-09-302025-11-14history
TLN TALEN ENERGY CORP144.8K shares-57.01%2025-09-302025-11-14history
Sponsored
ABNB AIRBNB INC493.5K shares1.79%2025-09-302025-11-14history
FLUT FLUTTER ENTMT PLC235.4K shares-18.69%2025-09-302025-11-14history
GRAB GRAB HOLDINGS LIMITED9.7M sharesnew addition2025-09-302025-11-14history
MA MASTERCARD INCORPORATED101.2K shares-7.35%2025-09-302025-11-14history
PLNT PLANET FITNESS INC548.0K shares1.31%2025-09-302025-11-14history
EQT EQT CORP1.0M shares-16.11%2025-09-302025-11-14history
CPNG COUPANG INC1.7M shares-24.90%2025-09-302025-11-14history
TEAM ATLASSIAN CORPORATION305.0K shares25.23%2025-09-302025-11-14history
Sponsored
CRH CRH PLC394.4K shares-55.14%2025-09-302025-11-14history
ENTG ENTEGRIS INC506.2K sharesnew addition2025-09-302025-11-14history
MSFT MICROSOFT CORP77.5K shares-13.36%2025-09-302025-11-14history
WING WINGSTOP INC158.5K shares-15.17%2025-09-302025-11-14history
EXE EXPAND ENERGY CORPORATION374.2K shares0.53%2025-09-302025-11-14history
HDB HDFC BANK LTD736.9K shares10.65%2025-09-302025-11-14history
TYL TYLER TECHNOLOGIES INC48.0K shares1.01%2025-09-302025-11-14history
RTO RENTOKIL INITIAL PLC338.7K shares325.53%2025-09-302025-11-14history
Sponsored
IBN ICICI BANK LIMITED115.1K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available