StockDriftsStockDriftsTop 21 Two Creeks Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLN | TALEN ENERGY CORP | 7.58% | 224.8K | $71.8M | +69.06%(+91.82K) | $271.31(+23.20%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 7.51% | 988.4K | $71.1M | +32.01%(+239.69K) | $69.94(+7.36%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 7.12% | 355.5K | $67.4M | +32.99%(+88.18K) | $212.52(-23.81%) | 2026-03-31 | |
| V | VISA INC | 7.05% | 220.8K | $66.7M | +0.72%(+1.59K) | $136.46(+138.72%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.49% | 181.9K | $61.5M | +91.29%(+86.83K) | $305.59(+32.32%) | 2026-03-31 | |
| FND | FLOOR & DECOR HLDGS INC | 6.22% | 1.16M | $58.9M | -15.52%(-213.14K) | $77.18(-43.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.2% | 158.6K | $58.7M | +52.53%(+54.62K) | $444.70(-5.12%) | 2026-03-31 | |
| ESE | ESCO TECHNOLOGIES INC | 5.38% | 180.9K | $50.9M | new | $238.38(+21.60%) | 2026-03-31 | |
| MIR | MIRION TECHNOLOGIES INC | 4.81% | 2.45M | $45.5M | -16.24%(-474.74K) | $22.40(-18.87%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 4.78% | 90.6K | $45.3M | +0.72%(+651) | $362.24(+36.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.36% | +10.41% |
| Top 20 Holdings Unweighted | +3.89% | +12.14% |
Sign up free to track Two Creeks Capital Management Lp, compare funds side by side, and get alerts the moment positions change.