13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002454
Total Value
$1.74B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 776,128 | $216.6M | 12.48% |
| 2 | FLOOR & DECOR HLDGS INC | FND | 1,413,096 | $183.2M | 10.55% |
| 3 | HDFC BANK LTD | HDB | 2,937,654 | $164.4M | 9.47% |
| 4 | LOWES COS INC | 548661107 | 527,939 | $134.5M | 7.75% |
| 5 | ASPEN TECHNOLOGY INC | 29109X106 | 623,531 | $133.0M | 7.66% |
| 6 | ADOBE INC | ADBE | 236,598 | $119.4M | 6.88% |
| 7 | AIRBNB INC | ABNB | 668,560 | $110.3M | 6.36% |
| 8 | ASML HOLDING N V | ASMLF | 87,647 | $85.1M | 4.90% |
| 9 | MASTERCARD INCORPORATED | MA | 176,002 | $84.8M | 4.88% |
| 10 | CRH PLC | CRH | 971,969 | $83.8M | 4.83% |
| 11 | ICON PLC | ICLR | 230,934 | $77.6M | 4.47% |
| 12 | CHIPOTLE MEXICAN GRILL INC | CMG | 25,939 | $75.4M | 4.34% |
| 13 | ALPHABET INC | GOOG | 444,834 | $67.7M | 3.90% |
| 14 | PLANET FITNESS INC | PLNT | 1,010,970 | $63.3M | 3.65% |
| 15 | COUPANG INC | CPNG | 3,132,222 | $55.7M | 3.21% |
| 16 | TYLER TECHNOLOGIES INC | TYL | 116,698 | $49.6M | 2.86% |
| 17 | KLA CORP | KLAC | 44,440 | $31.0M | 1.79% |