Two Creeks Capital Management, LP
New York NY · SEC CIK 0001606430
$1.40亿2026Q2 申报市值
13持仓数
96.8%前十大占比 · 第一大 65.6%
1 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ACWI 新建仓+$9,156.92万
2026Q2 卖出最多 按季末市值估算
TLN 减仓-$8,237.96万
TSM 减仓-$8,136.55万
V 减仓-$6,841.80万
UBER 减仓-$6,821.87万
DHR 清仓-$6,740.45万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | $9,156.92万 | 65.62% | 583,355 | 583,355 | — | $9,156.92万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $1,023.84万 | 7.34% | 172,479 | -987,911 | -85.1% | -$5,864.24万 | 减仓 |
| V | VISA INC | $733.42万 | 5.26% | 21,377 | -199,417 | -90.3% | -$6,841.80万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $552.31万 | 3.96% | 11,565 | -170,374 | -93.6% | -$8,136.55万 | 减仓 |
| ASML | ASML HLDG NV | $502.53万 | 3.60% | 2,526 | -30,383 | -92.3% | -$6,044.52万 | 减仓 |
| HDB | HDFC BANK LTD | $401.40万 | 2.88% | 155,400 | -415,754 | -72.8% | -$1,073.89万 | 减仓 |
| TLN | TALEN ENERGY CORP | $399.40万 | 2.86% | 10,394 | -214,385 | -95.4% | -$8,237.96万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $310.73万 | 2.23% | 43,061 | -945,381 | -95.6% | -$6,821.87万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $240.27万 | 1.72% | 70,668 | -1,317,601 | -94.9% | -$4,479.84万 | 减仓 |
| U | UNITY SOFTWARE INC | $187.38万 | 1.34% | 65,563 | -1,918,120 | -96.7% | -$5,481.99万 | 减仓 |
| WING | WINGSTOP INC | $182.65万 | 1.31% | 10,533 | -162,275 | -93.9% | -$2,814.01万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $145.70万 | 1.04% | 386,481 | -8,564,606 | -95.7% | -$3,228.86万 | 减仓 |
| ABNB | AIRBNB INC | $118.00万 | 0.85% | 8,246 | -348,079 | -97.7% | -$4,981.01万 | 减仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -355,509 | -100.0% | -$6,740.45万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -158,604 | -100.0% | -$5,871.04万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC | $0 | 0.00% | 0 | -180,938 | -100.0% | -$5,091.05万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,449,059 | -100.0% | -$4,552.80万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -90,649 | -100.0% | -$4,529.37万 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -603,926 | -100.0% | -$4,492.00万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC 看涨期权 | $0 | 0.00% | 0 | -507,900 | -100.0% | -$2,679.17万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -399,816 | -100.0% | -$2,350.12万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -405,639 | -100.0% | -$2,003.86万 | 清仓 |
| RTO | RENTOKIL INITIAL PLC | $0 | 0.00% | 0 | -334,758 | -100.0% | -$1,053.82万 | 清仓 |