13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-000898
Total Value
$1.40B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 1,094,959 | $227.5M | 16.22% |
| 2 | HDFC BANK LTD | HDB | 2,752,590 | $188.3M | 13.43% |
| 3 | LOWES COS INC | 548661107 | 915,136 | $182.3M | 13.00% |
| 4 | FLOOR & DECOR HLDGS INC | FND | 2,429,797 | $169.2M | 12.07% |
| 5 | VERISIGN INC | VRSN | 619,050 | $127.2M | 9.07% |
| 6 | ADOBE SYSTEMS INCORPORATED | ADBE | 339,336 | $114.2M | 8.14% |
| 7 | ALPHABET INC | GOOG | 909,440 | $80.7M | 5.75% |
| 8 | DOMINOS PIZZA INC | DPZ | 197,823 | $68.5M | 4.89% |
| 9 | ASML HOLDING N V | ASMLF | 98,800 | $54.0M | 3.85% |
| 10 | CLARIVATE PLC | CLVT | 5,710,943 | $47.6M | 3.40% |
| 11 | MASTERCARD INCORPORATED | MA | 133,144 | $46.3M | 3.30% |
| 12 | BERRY GLOBAL GROUP INC | 08579W103 | 704,456 | $42.6M | 3.04% |
| 13 | XP INC | XP | 2,059,572 | $31.6M | 2.25% |
| 14 | ASPEN TECHNOLOGY INC | 29109X106 | 108,415 | $22.3M | 1.59% |