13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002215
Total Value
$1.50B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HDFC BANK LTD | HDB | 3,081,326 | $205.4M | 13.69% |
| 2 | LOWES COS INC | 548661107 | 965,357 | $193.0M | 12.86% |
| 3 | FLOOR & DECOR HLDGS INC | FND | 1,851,937 | $181.9M | 12.12% |
| 4 | VISA INC | V | 800,693 | $180.5M | 12.03% |
| 5 | ADOBE SYSTEMS INCORPORATED | ADBE | 318,349 | $122.7M | 8.18% |
| 6 | ASML HOLDING N V | ASMLF | 121,521 | $82.7M | 5.51% |
| 7 | VERISIGN INC | VRSN | 379,331 | $80.2M | 5.34% |
| 8 | ALPHABET INC | GOOG | 755,329 | $78.6M | 5.23% |
| 9 | AIRBNB INC | ABNB | 579,492 | $72.1M | 4.80% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 622,879 | $63.6M | 4.24% |
| 11 | CHIPOTLE MEXICAN GRILL INC | CMG | 36,149 | $61.8M | 4.12% |
| 12 | CLARIVATE PLC | CLVT | 5,710,943 | $53.6M | 3.57% |
| 13 | MASTERCARD INCORPORATED | MA | 134,792 | $49.0M | 3.26% |
| 14 | BERRY GLOBAL GROUP INC | 08579W103 | 697,656 | $41.1M | 2.74% |
| 15 | ASPEN TECHNOLOGY INC | 29109X106 | 150,185 | $34.4M | 2.29% |