Two Creeks Capital Management as of Dec. 31, 2023
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 16 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hdfc Bank Sponsored Ads (HDB) | 15.6 | $249M | 3.7M | 67.11 | |
| Visa Com Cl A (V) | 12.8 | $204M | 784k | 260.35 | |
| Floor & Decor Hldgs Cl A (FND) | 10.9 | $175M | 1.6M | 111.56 | |
| Lowe's Companies (LOW) | 9.0 | $144M | 649k | 222.55 | |
| Airbnb Com Cl A (ABNB) | 6.7 | $106M | 781k | 136.14 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.0 | $97M | 128k | 756.92 | |
| Mastercard Incorporated Cl A (MA) | 5.7 | $91M | 214k | 426.51 | |
| Chipotle Mexican Grill (CMG) | 5.5 | $88M | 39k | 2286.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $73M | 514k | 140.93 | |
| Icon SHS (ICLR) | 3.9 | $63M | 221k | 283.07 | |
| Coupang Cl A (CPNG) | 3.9 | $62M | 3.9M | 16.19 | |
| Aspen Technology (AZPN) | 3.7 | $59M | 266k | 220.15 | |
| Verisign (VRSN) | 3.1 | $49M | 238k | 205.96 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.0 | $48M | 623k | 77.51 | |
| Tyler Technologies (TYL) | 2.9 | $47M | 112k | 418.12 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $42M | 70k | 596.60 |
