Two Creeks Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $1.2B in reported equity holdings across 26 positions. The largest holdings are FND (6.9%), V (6.3%), MIR (5.6%), CMG (5.4%), DHR (5.0%). The portfolio is concentrated in Other (89.9%), Technology (7.0%), Energy (3.1%). Data sourced from SEC EDGAR 13F filings (CIK 1606430).