Two Creeks Capital Management, LP
New York NY · SEC CIK 0001606430
$9.74亿2026Q1 申报市值
22持仓数
61.4%前十大占比 · 第一大 7.4%
4 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ESE 新建仓+$5,091.05万
TSM 加仓+$2,934.39万
TLN 加仓+$2,931.07万
FCX 新建仓+$2,350.12万
MSFT 加仓+$2,022.02万
2026Q1 卖出最多 按季末市值估算
LOW 清仓-$5,807.30万
CPNG 清仓-$5,256.20万
DKNG 清仓-$3,861.11万
EXE 清仓-$3,805.62万
EQT 清仓-$3,793.08万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TLN | TALEN ENERGY CORP | $7,175.62万 | 7.37% | 224,779 | 91,817 | 69.1% | $2,931.07万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7,109.86万 | 7.30% | 988,442 | 239,694 | 32.0% | $1,724.12万 | 加仓 |
| DHR | DANAHER CORP DEL | $6,740.45万 | 6.92% | 355,509 | 88,180 | 33.0% | $1,671.89万 | 加仓 |
| V | VISA INC | $6,673.28万 | 6.85% | 220,794 | 1,588 | 0.7% | $48.00万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,148.63万 | 6.31% | 181,939 | 86,829 | 91.3% | $2,934.39万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $5,894.78万 | 6.05% | 1,160,390 | -213,141 | -15.5% | -$1,082.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,871.04万 | 6.03% | 158,604 | 54,624 | 52.5% | $2,022.02万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $5,091.05万 | 5.23% | 180,938 | 180,938 | — | $5,091.05万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $4,552.80万 | 4.68% | 2,449,059 | -474,743 | -16.2% | -$882.55万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4,529.37万 | 4.65% | 90,649 | 651 | 0.7% | $32.53万 | 加仓 |
| ABNB | AIRBNB INC | $4,499.67万 | 4.62% | 356,325 | 2,775 | 0.8% | $35.04万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $4,492.00万 | 4.61% | 603,926 | 142,720 | 30.9% | $1,061.55万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,443.85万 | 4.56% | 1,388,269 | -376,878 | -21.4% | -$1,206.39万 | 减仓 |
| U | UNITY SOFTWARE INC | $4,352.20万 | 4.47% | 1,983,683 | 919,910 | 86.5% | $2,018.28万 | 加仓 |
| ASML | ASML HLDG NV | $4,346.72万 | 4.46% | 32,909 | -19,716 | -37.5% | -$2,604.15万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $3,276.10万 | 3.36% | 8,951,087 | 69,703 | 0.8% | $25.51万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC 看涨期权 | $2,679.17万 | 2.75% | 507,900 | 507,900 | — | $2,679.17万 | 新建仓 |
| WING | WINGSTOP INC | $2,678.01万 | 2.75% | 172,808 | 1,346 | 0.8% | $20.86万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2,350.12万 | 2.41% | 399,816 | 399,816 | — | $2,350.12万 | 新建仓 |
| CNM | CORE & MAIN INC | $2,003.86万 | 2.06% | 405,639 | 405,639 | — | $2,003.86万 | 新建仓 |
| HDB | HDFC BANK LTD | $1,421.03万 | 1.46% | 571,154 | -172,177 | -23.2% | -$428.38万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $1,053.82万 | 1.08% | 334,758 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -240,807 | -100.0% | -$5,807.30万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -2,228,146 | -100.0% | -$5,256.20万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -1,120,460 | -100.0% | -$3,861.11万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -344,837 | -100.0% | -$3,805.62万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -707,665 | -100.0% | -$3,793.08万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -431,421 | -100.0% | -$3,634.72万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -147,575 | -100.0% | -$3,406.33万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -115,114 | -100.0% | -$343.04万 | 清仓 |