Two Creeks Capital Management as of Sept. 30, 2023
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 16 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Cl A (FND) | 12.8 | $198M | 2.2M | 90.50 | |
| Hdfc Bank Sponsored Ads (HDB) | 12.1 | $187M | 3.2M | 59.01 | |
| Visa Com Cl A (V) | 11.5 | $178M | 772k | 230.01 | |
| Lowe's Companies (LOW) | 9.5 | $147M | 705k | 207.84 | |
| Airbnb Com Cl A (ABNB) | 6.9 | $107M | 781k | 137.21 | |
| Mastercard Incorporated Cl A (MA) | 5.4 | $84M | 211k | 395.91 | |
| Chipotle Mexican Grill (CMG) | 5.3 | $82M | 45k | 1831.83 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.2 | $80M | 136k | 588.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $75M | 567k | 131.85 | |
| Verisign (VRSN) | 4.6 | $71M | 351k | 202.53 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $67M | 132k | 509.90 | |
| Aspen Technology (AZPN) | 4.0 | $62M | 304k | 204.26 | |
| Icon SHS (ICLR) | 3.9 | $60M | 244k | 246.25 | |
| Coupang Cl A (CPNG) | 3.6 | $56M | 3.3M | 17.00 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.5 | $54M | 623k | 86.74 | |
| Tyler Technologies (TYL) | 2.8 | $43M | 111k | 386.14 |
