Two Creeks Capital Management, LP - Q42025 Holdings

Two Creeks Capital Management, LP holds 26 stocks with a total portfolio value of $ 1.22B as of Q42025. In Q42025, Two Creeks Capital Management, LP added 5 new positions, increased stakes in 5 stocks, reduced 15 holdings, and fully exited 4 positions. The largest holding is Floor & Decor Hldgs Inc (FND), representing 6.86% of the total portfolio.