Two Creeks Capital Management, LP: DANAHER (DHR): Quarterly 13F Position History
As of Q1 2026, Two Creeks Capital Management, LP reported 355,509 shares of DANAHER (DHR), worth $67.4M and representing 7.1% of its 13F equity book. Quarter-over-quarter share count change: + 88,180 (+33.0%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 355,509Shares Held (Latest Filing)
- $67.4MReported Market Value (Latest Filing)
- 7.1%Portfolio Weight (% of 13F Equity Book)
- +88,180Quarter-over-Quarter Share Change
- +$6.2MQuarter-over-Quarter Value Change
- 355,509Peak Reported Shares (Historical)
Recent initiation: Two Creeks Capital Management, LP first reported DHR on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 355,509 | +88,180 | +33.0% | $67.4M | 7.1% | $189.6 |
| Q4 2025 | 267,329 | — | — | $61.2M | 5.0% | $228.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Two Creeks Capital Management, LP first disclose a DHR position in 13F-HR filings?
Two Creeks Capital Management, LP first reported DANAHER (DHR) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Two Creeks Capital Management, LP's most recent quarter-over-quarter share-count change in DHR?
Between Q4 2025 and Q1 2026, Two Creeks Capital Management, LP added 88,180 shares of DHR (+33.0%), bringing the total reported position to 355,509 shares at a market value of $67.4M.
Does the implied price-per-share represent Two Creeks Capital Management, LP's cost basis in DHR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.