Two Creeks Capital Management as of Dec. 31, 2024
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 22 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 10.0 | $165M | 521k | 316.04 | |
| Floor & Decor Hldgs Cl A (FND) | 9.7 | $158M | 1.6M | 99.70 | |
| Lowe's Companies (LOW) | 7.6 | $124M | 502k | 246.80 | |
| CRH Ord (CRH) | 6.6 | $108M | 1.2M | 92.52 | |
| Planet Fitness Cl A (PLNT) | 6.4 | $106M | 1.1M | 98.87 | |
| Chipotle Mexican Grill (CMG) | 6.3 | $103M | 1.7M | 60.30 | |
| Adobe Systems Incorporated (ADBE) | 5.6 | $92M | 207k | 444.68 | |
| Airbnb Com Cl A (ABNB) | 4.4 | $73M | 554k | 131.41 | |
| Uber Technologies (UBER) | 4.2 | $69M | 1.1M | 60.32 | |
| Mastercard Incorporated Cl A (MA) | 4.1 | $67M | 128k | 526.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $65M | 341k | 190.44 | |
| Icon SHS (ICLR) | 3.8 | $62M | 298k | 209.71 | |
| Coupang Cl A (CPNG) | 3.7 | $61M | 2.8M | 21.98 | |
| Hdfc Bank Sponsored Ads (HDB) | 3.7 | $61M | 953k | 63.86 | |
| Kla Corp Com New (KLAC) | 3.6 | $59M | 94k | 630.12 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.4 | $57M | 82k | 693.08 | |
| EQT Corporation (EQT) | 3.1 | $51M | 1.1M | 46.11 | |
| Aspen Technology | 2.8 | $45M | 182k | 249.63 | |
| Chesapeake Energy Corp (EXE) | 2.1 | $35M | 347k | 99.55 | |
| IDEXX Laboratories (IDXX) | 1.7 | $29M | 69k | 413.44 | |
| Flutter Entmt SHS (FLUT) | 1.7 | $27M | 106k | 258.45 | |
| Cdw (CDW) | 1.5 | $24M | 140k | 174.04 |
