SEC 13F Intelligence

Two Creeks Capital Management, LP / GOOG

Two Creeks Capital Management, LP’s Alphabet Inc Position

Does Two Creeks Capital Management, LP own Alphabet Inc (GOOG)? Not currently — the last reported position was 340.9K shares worth $65M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$65M
Q4 2024
Shares
340.9K
% of Portfolio
+3.96%
Quarters Held
25
position exited

Position History GOOG

Reported value by quarter
Q4 ’18: $88MQ4 ’18Q1 ’19: $94MQ2 ’19: $110MQ3 ’19: $81MQ4 ’19: $67MQ4 ’19Q1 ’20: $72MQ2 ’20: $87MQ3 ’20: $76MQ4 ’20: $90MQ4 ’20Q1 ’21: $71MQ2 ’21: $75MQ3 ’21: $80MQ4 ’21: $87MQ4 ’21Q1 ’22: $84MQ2 ’22: $107MQ3 ’22: $94MQ4 ’22: $81MQ4 ’22Q1 ’23: $79MQ2 ’23: $77MQ3 ’23: $75MQ4 ’23: $72MQ4 ’23Q1 ’24: $68MQ2 ’24: $62MQ3 ’24: $57MQ4 ’24: $65MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024340.9K$65M+3.96%
Q3 2024342.5K$57M+3.77%
Q2 2024339.6K$62M+3.87%
Q1 2024444.8K$68M+3.90%
Q4 2023514.3K$72M+4.54%
Q3 2023566.7K$75M+4.82%
Q2 2023633.9K$77M+4.61%
Q1 2023755.3K$79M+5.23%
Q4 2022909.4K$81M+5.75%
Q3 2022975.2K$94M+6.78%
Q2 202248.8K$107M+7.33%
Q1 202229.9K$84M+4.77%
Q4 202129.9K$87M+4.43%
Q3 202129.9K$80M+4.23%
Q2 202129.9K$75M+4.27%
Q1 202134.4K$71M+4.34%
Q4 202051.6K$90M+4.93%
Q3 202051.5K$76M+4.94%
Q2 202061.7K$87M+6.08%
Q1 202061.7K$72M+5.83%
Q4 201949.8K$67M+4.30%
Q3 201966.7K$81M+5.32%
Q2 2019101.6K$110M+6.69%
Q1 201979.9K$94M+6.33%
Q4 201885.1K$88M+5.97%

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 GOOG.