Two Creeks Capital Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TC Two Creeks Capital Management, LP | Institutional Filer | ▼ 22.35% | $947.0M | 21 |
Current Portfolio Holdings
Showing all 21 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TLN | Talen Energy Corporation | Utilities | 225K | $71.8M | 7.58% |
| 2 | UBER | Uber Technologies, Inc. | Technology | 988K | $71.1M | 7.51% |
| 3 | DHR | Danaher Corporation | Healthcare | 356K | $67.4M | 7.12% |
| 4 | V | Visa Inc. | Financial Services | 221K | $66.7M | 7.05% |
| 5 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 182K | $61.5M | 6.49% |
| 6 | FND | Floor & Decor Holdings, Inc. | Consumer Cyclical | 1.2M | $58.9M | 6.22% |
| 7 | MSFT | Microsoft Corporation | Technology | 159K | $58.7M | 6.20% |
| 8 | ESE | ESCO Technologies Inc. | Technology | 181K | $50.9M | 5.38% |
| 9 | MIR | Mirion Technologies, Inc. | Industrials | 2.4M | $45.5M | 4.81% |
| 10 | MA | Mastercard Incorporated | Financial Services | 91K | $45.3M | 4.78% |
| 11 | ABNB | Airbnb, Inc. | Consumer Cyclical | 356K | $45.0M | 4.75% |
| 12 | PLNT | Planet Fitness, Inc. | Consumer Cyclical | 604K | $44.9M | 4.74% |
| 13 | CMG | Chipotle Mexican Grill, Inc. | Consumer Cyclical | 1.4M | $44.4M | 4.69% |
| 14 | U | Unity Software Inc. | Technology | 2.0M | $43.5M | 4.60% |
| 15 | ASML | ASML Holding N.V. | Technology | 33K | $43.5M | 4.59% |
Showing 1 to 15 of 21 holdings