SEC 13F Intelligence

Managers / Q1 2026

Two Creeks Capital Management, LP

CIK 0001606430 · 40 WEST 57TH STREET, 18TH FLOOR, NEW YORK, NY, 10019 · 212-373-1240

Reported Value
$974M
Q1 2026
Positions
22
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing

Summary

Two Creeks Capital Management, Lp reported $974M in U.S.-listed holdings across 22 positions for Q1 2026.

Its largest position, TLN, represents 7.4% of the portfolio.

Compared with Q4 2025, the fund opened 4 new positions and exited 8.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.5BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.6BQ3 ’19: $1.5BQ4 ’19: $1.5BQ4 ’19Q1 ’20: $1.2BQ2 ’20: $1.4BQ3 ’20: $1.5BQ4 ’20: $1.8BQ4 ’20Q1 ’21: $1.6BQ2 ’21: $1.8BQ3 ’21: $1.9BQ4 ’21: $2.0BQ4 ’21Q1 ’22: $1.8BQ2 ’22: $1.5BQ3 ’22: $1.4BQ4 ’22: $1.40TQ4 ’22Q1 ’23: $1.5BQ2 ’23: $1.7BQ3 ’23: $1.6BQ4 ’23: $1.6BQ4 ’23Q1 ’24: $1.7BQ2 ’24: $1.6BQ3 ’24: $1.5BQ4 ’24: $1.6BQ4 ’24Q1 ’25: $1.6BQ2 ’25: $1.5BQ3 ’25: $1.4BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $974Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$974M22May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B26Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.4B25Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.5B27Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.6B23May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.6B22Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B18Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.6B18Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.7B17May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.6B16Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.6B16Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.7B16Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.5B15May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.40T14Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.4B13Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.5B16Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.8B15May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.0B17Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.9B18Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.8B16Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.6B16May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.8B16Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.5B17Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.4B17Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.2B17May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.5B20Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.5B20Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.6B20Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.5B21May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.5B22Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.