Two Creeks Capital Management as of March 31, 2023
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 15 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hdfc Bank Sponsored Ads (HDB) | 13.7 | $205M | 3.1M | 66.67 | |
| Lowe's Companies (LOW) | 12.9 | $193M | 965k | 199.97 | |
| Floor & Decor Hldgs Cl A (FND) | 12.1 | $182M | 1.9M | 98.22 | |
| Visa Com Cl A (V) | 12.0 | $181M | 801k | 225.46 | |
| Adobe Systems Incorporated (ADBE) | 8.2 | $123M | 318k | 385.37 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.5 | $83M | 122k | 680.71 | |
| Verisign (VRSN) | 5.3 | $80M | 379k | 211.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.2 | $79M | 755k | 104.00 | |
| Airbnb Com Cl A (ABNB) | 4.8 | $72M | 580k | 124.40 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.2 | $64M | 623k | 102.18 | |
| Chipotle Mexican Grill (CMG) | 4.1 | $62M | 36k | 1708.29 | |
| Clarivate Ord Shs (CLVT) | 3.6 | $54M | 5.7M | 9.39 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $49M | 135k | 363.41 | |
| Berry Plastics (BERY) | 2.7 | $41M | 698k | 58.90 | |
| Aspen Technology (AZPN) | 2.3 | $34M | 150k | 228.87 |
