Two Creeks Capital Management, LP
The firm has ceased operating as an investment manager as of June 30, 2026, and is in the process of winding down.
Sector Allocation
- Energy0.0%$0
AUM History
13fpro.ai/research/fund/two-creeks-capital-management-lp-1606430
Largest positions — Q3 2026
No share-count changes against the previous quarter.
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/two-creeks-capital-management-lp-1606430
Two Creeks Capital Management, LP 13F holdings — Q3 2026
$0 portfolio · 1 holdings · Q3 2026 13F
$0
NewThis quarter—Since filedNew this quarterHeldAIQuality46.7#1,824Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $0 | — | New | — | New this quarter | 46.7#1,824 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 0 added to, 0 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$NOVNOV Inc.$0
first bought this quarter
Added to (0)
No positions added to this quarter.
Trimmed (0)
No positions trimmed this quarter.
Holdings by quarter
Every 13F Two Creeks Capital Management, LP has filed, 42 earlier quarters. Pick one to see what it held then.
Portfolio Overview
Two Creeks Capital Management, LP disclosed 1 positions worth $0 in its Form 13F-HR for Q3 2026, led by $NOV (NOV Inc.). During the quarter the fund opened 1 new position and exited 13 — including a new stake in $NOV. The portfolio is most concentrated in Energy (0.0% of disclosed assets). All figures are sourced directly from Two Creeks Capital Management, LP’s Form 13F-HR filing with the SEC under CIK 1606430.
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