Two Creeks Capital Management as of June 30, 2023
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 16 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hdfc Bank Sponsored Ads (HDB) | 12.9 | $215M | 3.1M | 69.70 | |
| Floor & Decor Hldgs Cl A (FND) | 11.7 | $195M | 1.9M | 103.96 | |
| Lowe's Companies (LOW) | 11.5 | $191M | 848k | 225.70 | |
| Visa Com Cl A (V) | 11.2 | $186M | 785k | 237.48 | |
| Adobe Systems Incorporated (ADBE) | 5.6 | $94M | 191k | 488.99 | |
| Airbnb Com Cl A (ABNB) | 5.5 | $92M | 714k | 128.16 | |
| Verisign (VRSN) | 5.2 | $86M | 379k | 225.97 | |
| Aspen Technology (AZPN) | 5.1 | $85M | 509k | 167.61 | |
| Mastercard Incorporated Cl A (MA) | 5.1 | $84M | 214k | 393.30 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.9 | $81M | 112k | 724.75 | |
| Chipotle Mexican Grill (CMG) | 4.8 | $79M | 37k | 2139.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $77M | 634k | 120.97 | |
| Icon SHS (ICLR) | 3.7 | $61M | 244k | 250.20 | |
| Clarivate Ord Shs (CLVT) | 3.3 | $54M | 5.7M | 9.53 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.1 | $52M | 623k | 83.35 | |
| Tyler Technologies (TYL) | 1.8 | $30M | 73k | 416.47 |
