13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003365
Total Value
$1.61B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 695,774 | $182.6M | 11.35% |
| 2 | FLOOR & DECOR HLDGS INC | FND | 1,464,814 | $145.6M | 9.05% |
| 3 | LOWES COS INC | 548661107 | 539,914 | $119.0M | 7.40% |
| 4 | CRH PLC | CRH | 1,583,686 | $118.7M | 7.38% |
| 5 | AIRBNB INC | ABNB | 777,710 | $117.9M | 7.33% |
| 6 | PLANET FITNESS INC | PLNT | 1,526,774 | $112.4M | 6.98% |
| 7 | ADOBE INC | ADBE | 186,755 | $103.7M | 6.45% |
| 8 | TYLER TECHNOLOGIES INC | TYL | 201,412 | $101.3M | 6.29% |
| 9 | HDFC BANK LTD | HDB | 1,548,101 | $99.6M | 6.19% |
| 10 | ASPEN TECHNOLOGY INC | 29109X106 | 415,132 | $82.5M | 5.13% |
| 11 | MASTERCARD INCORPORATED | MA | 154,862 | $68.3M | 4.25% |
| 12 | ASML HOLDING N V | ASMLF | 65,522 | $67.0M | 4.17% |
| 13 | ALPHABET INC | GOOG | 339,624 | $62.3M | 3.87% |
| 14 | CHIPOTLE MEXICAN GRILL INC | CMG | 978,750 | $61.3M | 3.81% |
| 15 | COUPANG INC | CPNG | 2,743,420 | $57.5M | 3.57% |
| 16 | ICON PLC | ICLR | 171,815 | $53.9M | 3.35% |
| 17 | KLA CORP | KLAC | 57,500 | $47.4M | 2.95% |
| 18 | ICICI BANK LIMITED | IBN | 272,547 | $7.9M | 0.49% |