Two Creeks Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $974M in reported equity holdings across 22 positions. The largest holdings are TLN (7.4%), UBER (7.3%), DHR (6.9%), V (6.9%), TSM (6.3%). The portfolio is concentrated in Other (87.2%), Technology (10.8%), Industrials (2.1%). Data sourced from SEC EDGAR 13F filings (CIK 1606430).