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 |