13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003060
Total Value
$1.66B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HDFC BANK LTD | HDB | 3,081,326 | $214.8M | 12.92% |
| 2 | FLOOR & DECOR HLDGS INC | FND | 1,876,937 | $195.1M | 11.74% |
| 3 | LOWES COS INC | 548661107 | 848,059 | $191.4M | 11.52% |
| 4 | VISA INC | V | 784,868 | $186.4M | 11.21% |
| 5 | ADOBE SYSTEMS INCORPORATED | ADBE | 191,263 | $93.5M | 5.63% |
| 6 | AIRBNB INC | ABNB | 714,042 | $91.5M | 5.51% |
| 7 | VERISIGN INC | VRSN | 379,331 | $85.7M | 5.16% |
| 8 | ASPEN TECHNOLOGY INC | 29109X106 | 509,017 | $85.3M | 5.13% |
| 9 | MASTERCARD INCORPORATED | MA | 213,907 | $84.1M | 5.06% |
| 10 | ASML HOLDING N V | ASMLF | 111,573 | $80.9M | 4.86% |
| 11 | CHIPOTLE MEXICAN GRILL INC | CMG | 37,049 | $79.2M | 4.77% |
| 12 | ALPHABET INC | GOOG | 633,884 | $76.7M | 4.61% |
| 13 | ICON PLC | ICLR | 243,578 | $60.9M | 3.67% |
| 14 | CLARIVATE PLC | CLVT | 5,710,943 | $54.4M | 3.27% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 622,879 | $51.9M | 3.12% |
| 16 | TYLER TECHNOLOGIES INC | TYL | 72,625 | $30.2M | 1.82% |