SEC 13F Intelligence

Two Creeks Capital Management, LP / ADBE

Two Creeks Capital Management, LP’s Adobe Inc Position

Does Two Creeks Capital Management, LP own Adobe Inc (ADBE)? Not currently — the last reported position was 210.2K shares worth $81M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$81M
Q1 2025
Shares
210.2K
% of Portfolio
+5.15%
Quarters Held
26
position exited

Position History ADBE

Reported value by quarter
Q4 ’18: $124MQ4 ’18Q1 ’19: $129MQ2 ’19: $168MQ3 ’19: $149MQ4 ’19: $142MQ4 ’19Q1 ’20: $126MQ2 ’20: $100MQ3 ’20: $92MQ4 ’20: $91MQ4 ’20Q1 ’21: $147MQ2 ’21: $134MQ3 ’21: $103MQ4 ’21: $74MQ4 ’21Q1 ’22: $158MQ2 ’22: $171MQ3 ’22: $158MQ4 ’22: $114MQ4 ’22Q1 ’23: $123MQ2 ’23: $94MQ3 ’23: $67MQ4 ’23: $42MQ4 ’23Q1 ’24: $119MQ2 ’24: $104MQ3 ’24: $83MQ4 ’24: $92MQ4 ’24Q1 ’25: $81Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025210.2K$81M+5.15%
Q4 2024206.8K$92M+5.61%
Q3 2024160.5K$83M+5.48%
Q2 2024186.8K$104M+6.45%
Q1 2024236.6K$119M+6.88%
Q4 202369.8K$42M+2.61%
Q3 2023131.8K$67M+4.34%
Q2 2023191.3K$94M+5.63%
Q1 2023318.3K$123M+8.18%
Q4 2022339.3K$114M+8.14%
Q3 2022572.7K$158M+11.40%
Q2 2022465.8K$171M+11.72%
Q1 2022347.5K$158M+9.04%
Q4 2021131.2K$74M+3.80%
Q3 2021179.2K$103M+5.46%
Q2 2021228.2K$134M+7.60%
Q1 2021309.1K$147M+8.96%
Q4 2020181.9K$91M+4.97%
Q3 2020187.1K$92M+5.99%
Q2 2020230.8K$100M+7.01%
Q1 2020394.6K$126M+10.20%
Q4 2019430.9K$142M+9.18%
Q3 2019541.1K$149M+9.77%
Q2 2019569.3K$168M+10.22%
Q1 2019482.9K$129M+8.69%
Q4 2018548.1K$124M+8.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Creeks Capital Management, LP’s full portfolio or all institutional holders of ADBE.