Two Creeks Capital Management

Two Creeks Capital Management as of June 30, 2024

Portfolio Holdings for Two Creeks Capital Management

Two Creeks Capital Management holds 18 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa Com Cl A (V) 11.4 $183M 696k 262.47
Floor & Decor Hldgs Cl A (FND) 9.1 $146M 1.5M 99.41
Lowe's Companies (LOW) 7.4 $119M 540k 220.46
CRH Ord (CRH) 7.4 $119M 1.6M 74.98
Airbnb Com Cl A (ABNB) 7.3 $118M 778k 151.63
Planet Fitness Cl A (PLNT) 7.0 $112M 1.5M 73.59
Adobe Systems Incorporated (ADBE) 6.4 $104M 187k 555.54
Tyler Technologies (TYL) 6.3 $101M 201k 502.78
Hdfc Bank Sponsored Ads (HDB) 6.2 $100M 1.5M 64.33
Aspen Technology (AZPN) 5.1 $83M 415k 198.63
Mastercard Incorporated Cl A (MA) 4.2 $68M 155k 441.16
Asml Holding N V N Y Registry Shs (ASML) 4.2 $67M 66k 1022.73
Alphabet Cap Stk Cl C (GOOG) 3.9 $62M 340k 183.42
Chipotle Mexican Grill (CMG) 3.8 $61M 979k 62.65
Coupang Cl A (CPNG) 3.6 $58M 2.7M 20.95
Icon SHS (ICLR) 3.3 $54M 172k 313.47
Kla Corp Com New (KLAC) 2.9 $47M 58k 824.51
Icici Bank Adr (IBN) 0.5 $7.9M 273k 28.81