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 |