Two Creeks Capital Management

Two Creeks Capital Management as of Sept. 30, 2024

Portfolio Holdings for Two Creeks Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Floor & Decor Hldgs Cl A (FND) 12.1 $183M 1.5M 124.17
Lowe's Companies (LOW) 9.7 $147M 544k 270.85
Visa Com Cl A (V) 9.6 $145M 527k 274.95
Planet Fitness Cl A (PLNT) 6.9 $105M 1.3M 81.22
Airbnb Com Cl A (ABNB) 6.6 $100M 784k 126.81
Mastercard Incorporated Cl A (MA) 6.5 $99M 200k 493.80
Chipotle Mexican Grill (CMG) 6.4 $98M 1.7M 57.62
Hdfc Bank Sponsored Ads (HDB) 5.9 $89M 1.4M 62.56
Adobe Systems Incorporated (ADBE) 5.5 $83M 161k 517.78
CRH Ord (CRH) 5.5 $83M 896k 92.74
Asml Holding N V N Y Registry Shs (ASML) 4.5 $68M 82k 833.25
Coupang Cl A (CPNG) 4.5 $68M 2.8M 24.55
Alphabet Cap Stk Cl C (GOOG) 3.8 $57M 343k 167.19
Icon SHS (ICLR) 3.3 $50M 173k 287.31
Kla Corp Com New (KLAC) 3.1 $47M 60k 774.41
Aspen Technology (AZPN) 3.1 $46M 194k 238.82
Tyler Technologies (TYL) 2.7 $41M 70k 583.72
Icici Bank Adr (IBN) 0.5 $8.1M 273k 29.85