SEC 13F Intelligence

Two Creeks Capital Management, LP / MA

Two Creeks Capital Management, LP’s Mastercard Incorporated Position

Does Two Creeks Capital Management, LP own Mastercard Incorporated (MA)? Yes90.6K shares worth $45M (+4.65% of its 13F portfolio) as of Q1 2026, up from 90.0K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
90.6K
% of Portfolio
+4.65%
Quarters Held
15
currently held

Position History MA

Reported value by quarter
Q3 ’22: $38MQ3 ’22Q4 ’22: $46MQ1 ’23: $49MQ1 ’23Q2 ’23: $84MQ3 ’23: $84MQ3 ’23Q4 ’23: $91MQ1 ’24: $85MQ1 ’24Q2 ’24: $68MQ3 ’24: $99MQ3 ’24Q4 ’24: $67MQ1 ’25: $60MQ1 ’25Q2 ’25: $61MQ3 ’25: $58MQ3 ’25Q4 ’25: $51MQ1 ’26: $45MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202690.6K$45M+4.65%
Q4 202590.0K$51M+4.21%
Q3 2025101.2K$58M+4.14%
Q2 2025109.2K$61M+4.02%
Q1 2025110.2K$60M+3.86%
Q4 2024128.0K$67M+4.11%
Q3 2024200.2K$99M+6.52%
Q2 2024154.9K$68M+4.25%
Q1 2024176.0K$85M+4.88%
Q4 2023214.2K$91M+5.72%
Q3 2023211.2K$84M+5.39%
Q2 2023213.9K$84M+5.06%
Q1 2023134.8K$49M+3.26%
Q4 2022133.1K$46M+3.30%
Q3 2022132.3K$38M+2.72%

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 MA.