Two Creeks Capital Management, LP
Two Creeks Capital Management, LP reported 13 positions worth $139.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ACWI (65.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ACWI | SH | $91.6M | 65.62% | 583,355 | — | — | |
| ▸ 2 | FND | SH | $10.2M | 7.34% | 172,479 | — | — | |
| ▸ 3 | V | SH | $7.3M | 5.26% | 21,377 | — | — | |
| ▸ 4 | TSM | SH | $5.5M | 3.96% | 11,565 | — | — | |
| ▸ 5 | ASML | SH | $5.0M | 3.60% | 2,526 | — | — | |
| ▸ 6 | HDB | SH | $4.0M | 2.88% | 155,400 | — | — | |
| ▸ 7 | TLN | SH | $4.0M | 2.86% | 10,394 | — | — | |
| ▸ 8 | UBER | SH | $3.1M | 2.23% | 43,061 | — | — | |
| ▸ 9 | CMG | SH | $2.4M | 1.72% | 70,668 | — | — | |
| ▸ 10 | U | SH | $1.9M | 1.34% | 65,563 | — | — |
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Frequently Asked Questions
What stocks does Two Creeks Capital Management, LP hold as of Q2 2026?
Two Creeks Capital Management, LP reported 13 positions worth $139.5M in its Q2 2026 13F filing. Largest positions: ACWI (65.6%), FND (7.3%), V (5.3%), TSM (4.0%) and ASML (3.6%).
What did Two Creeks Capital Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Two Creeks Capital Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.