Two Creeks Capital Management, Lp Top Holdings and 13F Report (2025) About Two Creeks Capital Management, LpInvestment ActivityTwo Creeks Capital Management, Lp has $1.53 billion in total holdings as of June 30, 2025.Two Creeks Capital Management, Lp owns shares of 27 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 15.38% of the portfolio was purchased this quarter.About 31.28% of the portfolio was sold this quarter.This quarter, Two Creeks Capital Management, Lp has purchased 23 new stocks and bought additional shares in 3 stocks.Two Creeks Capital Management, Lp sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Floor & Decor $123,013,954TALEN ENERGY CORP $97,956,051Uber Technologies $90,407,980FLUTTER ENTMT PLC $82,714,661Visa $82,001,638 Largest New Holdings this Quarter 049468101 - Atlassian $49,469,678 Holding594918104 - Microsoft $44,503,770 Holding902252105 - Tyler Technologies $28,162,271 Holding46269C102 - Iridium Communications $15,860,369 Holding100557107 - Boston Beer $5,724,300 Holding Largest Purchases this Quarter Atlassian 243,585 shares (about $49.47M)Microsoft 89,471 shares (about $44.50M)TALEN ENERGY CORP 142,652 shares (about $41.48M)ASML 38,543 shares (about $30.89M)Tyler Technologies 47,504 shares (about $28.16M) Largest Sales this Quarter KLA 67,041 shares (about $60.05M)EQT 515,376 shares (about $30.06M)Wingstop 85,116 shares (about $28.66M)Visa 79,715 shares (about $28.30M)Chipotle Mexican Grill 494,578 shares (about $27.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTwo Creeks Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFNDFloor & Decor$123,013,954$11,348,576 ▼-8.4%1,619,4578.1%Retail/WholesaleTALEN ENERGY CORP$97,956,051$41,478,922 ▲73.4%336,8856.4%COMUBERUber Technologies$90,407,980$9,502,605 ▼-9.5%969,0035.9%Computer and TechnologyFLUTTER ENTMT PLC$82,714,661$16,669,810 ▲25.2%289,4555.4%SHSVVisa$82,001,638$28,302,811 ▼-25.7%230,9585.4%Business ServicesCRH PLC$80,707,163$6,877,564 ▼-7.9%879,1635.3%ORDLOWLowe's Companies$78,992,376$14,007,319 ▼-15.1%356,0305.2%Retail/WholesaleCMGChipotle Mexican Grill$78,630,888$27,770,555 ▼-26.1%1,400,3725.2%Retail/WholesaleASMLASML$72,710,115$30,887,975 ▲73.9%90,7304.8%Computer and TechnologyEQTEQT$71,833,386$30,056,729 ▼-29.5%1,231,7114.7%EnergyCPNGCoupang$66,100,658$25,273,807 ▼-27.7%2,206,2974.3%Retail/WholesaleABNBAirbnb$64,156,315$10,288,244 ▼-13.8%484,7844.2%Consumer DiscretionaryWINGWingstop$62,906,736$28,661,962 ▼-31.3%186,8114.1%Retail/WholesaleIDXXIDEXX Laboratories$61,388,940$24,561,690 ▼-28.6%114,4594.0%MedicalMAMastercard$61,371,715$547,330 ▼-0.9%109,2144.0%Business ServicesPLNTPlanet Fitness$58,993,760$24,042,908 ▼-29.0%540,9793.9%Consumer DiscretionaryHDBHDFC Bank$51,059,920$22,130,336 ▼-30.2%665,9703.3%FinanceTEAMAtlassian$49,469,678$49,469,678 ▲New Holding243,5853.2%Computer and TechnologyMSFTMicrosoft$44,503,770$44,503,770 ▲New Holding89,4712.9%Computer and TechnologyCHKChesapeake Energy$43,534,189$3,708,986 ▼-7.9%372,2782.9%EnergyTYLTyler Technologies$28,162,271$28,162,271 ▲New Holding47,5041.8%Computer and TechnologyKLACKLA$26,056,181$60,051,306 ▼-69.7%29,0891.7%Computer and TechnologyMLMMartin Marietta Materials$21,910,640$21,178,876 ▼-49.2%39,9131.4%ConstructionIRDMIridium Communications$15,860,369$15,860,369 ▲New Holding525,7001.0%Computer and TechnologySAMBoston Beer$5,724,300$5,724,300 ▲New Holding30,0000.4%Consumer StaplesIBNICICI Bank$3,872,4350.0%115,1140.3%FinanceRTORentokil Initial$1,910,160$1,910,160 ▲New Holding79,5900.1%Business ServicesADBEAdobe$0$80,619,157 ▼-100.0%00.0%Computer and TechnologyICLRIcon$0$48,390,160 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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