TCCM
U icon

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
Q2 		$1.87M Sell
65,563
-1,918,120
-97% -$51M 1.34% 10
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 $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Creeks Capital Management's U Position: Q2 2026 in Review

Two Creeks Capital Management reduced its Unity (U) stake by 97% in Q2 2026, selling an estimated $51M and leaving 65,563 shares worth $1.87M. The position accounts for 1.34% of the portfolio, ranked #10.

Two Creeks Capital Management first reported a position in U in Q4 2025 and has held it in 3 quarters since. The position peaked at $47M in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Two Creeks Capital Management held 65,563 shares of Unity worth $1.87M as of Q2 2026.
  • Two Creeks Capital Management sold 1,918,120 Unity shares in Q2 2026, an estimated $51M.
  • Unity made up 1.34% of Two Creeks Capital Management's portfolio in Q2 2026, its #10 holding.
  • Two Creeks Capital Management first reported a position in Unity in Q4 2025 and has held it in 3 quarters since.
  • Two Creeks Capital Management's Unity position peaked at $47M in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Two Creeks Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.