# EDGAR Filing Document

**Accession Number:** 0001606430
**File Stem:** 0001172661-25-004036
**Filing Date:** 2025-8
**Character Count:** 15815
**Document Hash:** 6a7e088e87fe44b27becd8dfecc42ec8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004036.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001172661-25-004036

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Two Creeks Capital Management, LP
- **CENTRAL INDEX KEY:** 0001606430

**ORGANIZATION NAME:**
- **EIN:** 383922845
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16564
- **FILM NUMBER:** 251279817

**BUSINESS ADDRESS:**
- **STREET 1:** 40 WEST 57TH STREET
- **STREET 2:** 18TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 212-373-1240

**MAIL ADDRESS:**
- **STREET 1:** 40 WEST 57TH STREET
- **STREET 2:** 18TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001606430

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Two Creeks Capital Management, LP

**Address:** 40 WEST 57TH STREET, NEW YORK, NY 10019

**Telephone number:** 212-373-1246

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-16564

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                  | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                                                                                 | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| KLA CORPORATION                 | 482480100 | 11/06/2024     | Annual: Election of Directors; Ratify Appointment of Auditors; Approve, on a non-binding advisory basis the compensation of executive officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          57282 |             2796 | FOR         |                                    57282 | FOR                         |  |
| ASPEN TECHNOLOGY, INC.          | 29109X106 | 12/17/2024     | Annual: Election of Directors; Ratify Appointment of Auditors; Approve, on an advisory basis, the compensation of our named executive officers as identified in the Proxy Statement for the 2024 Annual Meeting of Stockholders.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         105280 |            62973 | FOR         |                                   105280 | FOR                         |  |
| VISA INC.                       | 92826C839 | 01/28/2025     | Annual: Election of Directors; Ratify Appointment of Auditors; Advisory Approval of Executive Compensation; Stockholder Proposal-gender based compensation gaps, requesting report on policy on merchant category codes, requesting adoption of new directior election resignation governance guideline, transparency in lobbying                                                | SECTION 14A SAY-ON-PAY VOTES |         525080 |                0 | FOR         |                                   525080 | FOR                         |  |
| EQT CORPORATION                 | 26884L109 | 04/16/2025     | Annual: Election of Directors; Ratify appointment of auditors; Approve executive compensation for 2024; Approve article amendments to reflect PA law provisions; Approval to adopt employee stock purchase plan                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        1167563 |           409676 | FOR         |                                  1167563 | FOR                         |  |
| ADOBE INC.                      | 00724F101 | 04/22/2025     | Annual: Election of Directors; Ratify appointment of auditors; Approve on an advisory basis executive compensation; Amend incentive stock option plan to increase share reserve by $7mm; Shareholder proposal for Golend parachutes to vote                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         209782 |                0 | FOR         |                                   209782 | FOR                         |  |
| UBER TECHNOLOGIES, INC          | 90353T100 | 05/05/2025     | Annual: Election of Directors; Ratify Appointment of Auditors; Advisory vote to approve 2024 named executive officers compensation.                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1151385 |                3 | FOR         |                                  1151385 | FOR                         |  |
| FLOOR  DECOR HOLDINGS, INC      | 339750101 | 05/07/2025     | Election of Directors; Ratify Appointment of Auditors; Approve, by non-binding vote Executive Compensation; Approve article amendments; Shareholder proposal regarding shareholder ability to call for a special meeting                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         993967 |           785378 | FOR         |                                   993967 | FOR                         |  |
| TALEN ENERGY CORPORATION        | 87422Q109 | 05/07/2025     | Election of Directors; Ratify Appointment of Auditors; Approve on advisory basis, Executive Officers and Executive Compensation                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         193534 |                0 | FOR         |                                   193534 | FOR                         |  |
| PLANET FITNESS, INC.            | 72703H101 | 05/06/2025     | Election of Directors; Ratify Appointment of Auditors; Approve on advisory basis, Executive Officers and Executive Compensation; Shareholder proposal for report on EEO; Approve charter amendment and approve director liability insurance                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         747553 |            20748 | FOR         |                                   747553 | FOR                         |  |
| CRH PUBLIC LIMITED COMPANY      | G25508105 | 05/08/2025     | Election of Directors; Ratify Appointment of Auditors; Consideration on frequency of future "say on pay" vote; Amend stock compensation plan; Allot securities; Authroize purchase of assets; Eliminate pre-emptive rights; Approve article amendments                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         953216 |                0 | FOR         |                                   953216 | FOR                         |  |
| IDEXX LABORATORIES, INC.        | 45168D104 | 05/07/2025     | Election of Directors; Ratify Appointment of Auditors; Approve on advisory basis, Executive Compensation; Eliminate supermajority requirements; Miscellaneous corporate actions; Amend articles-board related                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          61625 |            98629 | FOR         |                                    61625 | FOR                         |  |
| WINGSTOP INC.                   | 974155103 | 05/22/2025     | Election of Directors; Ratify Appointment of Auditors; Approve on advisory basis, Executive Compensation; Declassify board; Eliminate supermajority requirements                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         286141 |             5593 | FOR         |                                   286141 | FOR                         |  |
| NFI GROUP INC.                  | 62910L102 | 05/09/2025     | Election of Directors; Ratify Appointment of Auditors; Approve on advisory basis, Executive Compensation; Miscellaneous corporate actions                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        1176806 |           315561 | FOR         |                                  1176806 | FOR                         |  |
| MARTIN MARIETTA MATERIALS, INC. | 573284106 | 05/15/2025     | Election of Directors; Ratify Appointment of Auditors; Approve on advisory basis, Executive Compensation; Adopt employee stock purchase plan                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          64013 |             4272 | FOR         |                                    64013 | FOR                         |  |
| LOWE'S COMPANIES, INC.          | 548661107 | 05/30/2025     | Election of Directors; Ratify Appointment of Auditors; Approve on advisory basis, Executive Compensation                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         286494 |           114347 | FOR         |                                   286494 | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC       | G3643J108 | 06/05/2025     | Election of Directors; 14A Executive compensation; Ratify appointment of independent auditors; Miscellaneous corporate actions and employee stock purchase plan; Renewal of annual authority of Board to issue shares; Renewal of annual authority of Board to make market purchases; Renewal of annual authority of Board to determine price range for re-issue treasury shares | SECTION 14A SAY-ON-PAY VOTES |         214204 |              790 | FOR         |                                   214204 | FOR                         |  |
| AIRBNB INC                      | 009066101 | 06/04/2025     | Eleciton of Directors; Ratify appointment of independent auditors; 14A executive compensation; To consider one stockholder proposal regarding voting disclosure, if properly presented at the Annual Meeting.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         613120 |            51737 | FOR         |                                   613120 | FOR                         |  |
| EXPAND ENERGY CORPORATION       | 165167735 | 06/05/2025     | Election of Directors; 14A Executive compensation; Ratify appointment of independent auditors                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         370211 |              588 | FOR         |                                   370211 | FOR                         |  |
| CHIPOTLE MEXICAN GRILL, INC.    | 169656105 | 06/11/2025     | Election of Directors; 14A Executive compensation; Ratify appointment of independent auditors; Shareholder proposal requesting an Independent board chair.                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        1889022 |             5928 | FOR         |                                  1889022 | FOR                         |  |
| COUPANG, INC.                   | 22266T109 | 06/12/2025     | Election of Directors; 14A Executive compensation; Ratify appointment of independent auditors                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        3208031 |             5458 | FOR         |                                  3208031 | FOR                         |  |
| MASTERCARD INCORPORATED         | 57636Q104 | 06/24/2025     | Election of Directors; 14A Executive compensation; Ratify appointment of independent auditors; Approval of an amendment to Mastercard's Amended and Restated Certificate of Incorporation; Consideration of a stockholder proposal requesting a racial equity audit report                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         110188 |                0 | FOR         |                                   110188 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Two Creeks Capital Management, LP

**By (Signature):** Richard Wandner

**By (Printed Signature):** Richard Wandner

**By (Title):** Chief Financial Officer

**Date:** 08/29/2025