Two Creeks Capital Management as of March 31, 2025
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Cl A (FND) | 9.1 | $142M | 1.8M | 80.47 | |
| Visa Com Cl A (V) | 7.0 | $109M | 311k | 350.46 | |
| Lowe's Companies (LOW) | 6.2 | $98M | 419k | 233.23 | |
| Chipotle Mexican Grill (CMG) | 6.1 | $95M | 1.9M | 50.21 | |
| EQT Corporation (EQT) | 6.0 | $93M | 1.7M | 53.43 | |
| CRH Ord (CRH) | 5.4 | $84M | 954k | 87.97 | |
| Adobe Systems Incorporated (ADBE) | 5.2 | $81M | 210k | 383.53 | |
| Uber Technologies (UBER) | 5.0 | $78M | 1.1M | 72.86 | |
| Planet Fitness Cl A (PLNT) | 4.7 | $74M | 762k | 96.61 | |
| IDEXX Laboratories (IDXX) | 4.3 | $67M | 160k | 419.95 | |
| Airbnb Com Cl A (ABNB) | 4.3 | $67M | 563k | 119.46 | |
| Coupang Cl A (CPNG) | 4.3 | $67M | 3.0M | 21.93 | |
| Kla Corp Com New (KLAC) | 4.2 | $65M | 96k | 679.80 | |
| Hdfc Bank Sponsored Ads (HDB) | 4.1 | $63M | 955k | 66.44 | |
| Wingstop (WING) | 3.9 | $61M | 272k | 225.58 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $60M | 110k | 548.12 | |
| Flutter Entmt SHS (FLUT) | 3.3 | $51M | 231k | 221.55 | |
| Icon SHS (ICLR) | 3.1 | $48M | 277k | 174.99 | |
| Chesapeake Energy Corp (EXE) | 2.9 | $45M | 404k | 111.32 | |
| Talen Energy Corp (TLN) | 2.5 | $39M | 194k | 199.67 | |
| Martin Marietta Materials (MLM) | 2.4 | $38M | 79k | 478.13 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.2 | $35M | 52k | 662.63 | |
| Icici Bank Adr (IBN) | 0.2 | $3.6M | 115k | 31.52 |
