TCCM
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Two Creeks Capital Management’s Unity U Stock Holding History

Two Creeks Capital Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.5M Buy
1,983,683
+919,910
+86% +$25.5M 4.47% 14
2025
Q4 		$47M Buy
+1,063,773
New +$43.4M 3.85% 15

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Creeks Capital Management's U Position: Q1 2026 in Review

Two Creeks Capital Management increased its Unity (U) stake by 86% in Q1 2026, buying an estimated $25.5M and bringing the position to 1,983,683 shares worth $43.5M. The position accounts for 4.47% of the portfolio, ranked #14.

Two Creeks Capital Management first reported a position in U in Q4 2025 and has held it in 2 quarters since. The position peaked at $47M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Two Creeks Capital Management held 1,983,683 shares of Unity worth $43.5M as of Q1 2026.
  • Two Creeks Capital Management bought 919,910 Unity shares in Q1 2026, an estimated $25.5M.
  • Unity made up 4.47% of Two Creeks Capital Management's portfolio in Q1 2026, its #14 holding.
  • Two Creeks Capital Management first reported a position in Unity in Q4 2025 and has held it in 2 quarters since.
  • Two Creeks Capital Management's Unity position peaked at $47M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Two Creeks Capital Management's 13F filing for Q1 2026, filed 15 May 2026.