13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003945
Total Value
$1.55B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLOOR & DECOR HLDGS INC | FND | 2,184,135 | $197.7M | 12.75% |
| 2 | HDFC BANK LTD | HDB | 3,176,448 | $187.4M | 12.09% |
| 3 | VISA INC | V | 772,403 | $177.7M | 11.46% |
| 4 | LOWES COS INC | 548661107 | 704,998 | $146.5M | 9.45% |
| 5 | AIRBNB INC | ABNB | 781,232 | $107.2M | 6.92% |
| 6 | MASTERCARD INCORPORATED | MA | 211,216 | $83.6M | 5.39% |
| 7 | CHIPOTLE MEXICAN GRILL INC | CMG | 44,836 | $82.1M | 5.30% |
| 8 | ASML HOLDING N V | ASMLF | 135,833 | $80.0M | 5.16% |
| 9 | ALPHABET INC | GOOG | 566,694 | $74.7M | 4.82% |
| 10 | VERISIGN INC | VRSN | 351,414 | $71.2M | 4.59% |
| 11 | ADOBE INC | ADBE | 131,836 | $67.2M | 4.34% |
| 12 | ASPEN TECHNOLOGY INC | 29109X106 | 304,120 | $62.1M | 4.01% |
| 13 | ICON PLC | ICLR | 243,578 | $60.0M | 3.87% |
| 14 | COUPANG INC | CPNG | 3,280,831 | $55.8M | 3.60% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 622,879 | $54.0M | 3.49% |
| 16 | TYLER TECHNOLOGIES INC | TYL | 110,999 | $42.9M | 2.77% |