Two Creeks Capital Management as of March 31, 2024
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 17 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 12.5 | $217M | 776k | 279.08 | |
| Floor & Decor Hldgs Cl A (FND) | 10.6 | $183M | 1.4M | 129.62 | |
| Hdfc Bank Sponsored Ads (HDB) | 9.5 | $164M | 2.9M | 55.97 | |
| Lowe's Companies (LOW) | 7.7 | $135M | 528k | 254.73 | |
| Aspen Technology (AZPN) | 7.7 | $133M | 624k | 213.28 | |
| Adobe Systems Incorporated (ADBE) | 6.9 | $119M | 237k | 504.60 | |
| Airbnb Com Cl A (ABNB) | 6.4 | $110M | 669k | 164.96 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.9 | $85M | 88k | 970.47 | |
| Mastercard Incorporated Cl A (MA) | 4.9 | $85M | 176k | 481.57 | |
| CRH Ord (CRH) | 4.8 | $84M | 972k | 86.26 | |
| Icon SHS (ICLR) | 4.5 | $78M | 231k | 335.95 | |
| Chipotle Mexican Grill (CMG) | 4.3 | $75M | 26k | 2906.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $68M | 445k | 152.26 | |
| Planet Fitness Cl A (PLNT) | 3.6 | $63M | 1.0M | 62.63 | |
| Coupang Cl A (CPNG) | 3.2 | $56M | 3.1M | 17.79 | |
| Tyler Technologies (TYL) | 2.9 | $50M | 117k | 425.01 | |
| Kla Corp Com New (KLAC) | 1.8 | $31M | 44k | 698.57 |
