13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004889
Total Value
$1.52B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLOOR & DECOR HLDGS INC | FND | 1,475,589 | $183.2M | 12.08% |
| 2 | LOWES COS INC | 548661107 | 543,885 | $147.3M | 9.71% |
| 3 | VISA INC | V | 527,191 | $145.0M | 9.55% |
| 4 | PLANET FITNESS INC | PLNT | 1,293,109 | $105.0M | 6.92% |
| 5 | AIRBNB INC | ABNB | 784,266 | $99.5M | 6.56% |
| 6 | MASTERCARD INCORPORATED | MA | 200,191 | $98.9M | 6.52% |
| 7 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,695,589 | $97.7M | 6.44% |
| 8 | HDFC BANK LTD | HDB | 1,425,859 | $89.2M | 5.88% |
| 9 | ADOBE INC | ADBE | 160,531 | $83.1M | 5.48% |
| 10 | CRH PLC | CRH | 896,058 | $83.1M | 5.48% |
| 11 | ASML HOLDING N V | ASMLF | 81,828 | $68.2M | 4.49% |
| 12 | COUPANG INC | CPNG | 2,766,414 | $67.9M | 4.48% |
| 13 | ALPHABET INC | GOOG | 342,471 | $57.3M | 3.77% |
| 14 | ICON PLC | ICLR | 173,255 | $49.8M | 3.28% |
| 15 | KLA CORP | KLAC | 60,232 | $46.6M | 3.07% |
| 16 | ASPEN TECHNOLOGY INC | 29109X106 | 193,878 | $46.3M | 3.05% |
| 17 | TYLER TECHNOLOGIES INC | TYL | 70,133 | $40.9M | 2.70% |
| 18 | ICICI BANK LIMITED | IBN | 272,547 | $8.1M | 0.54% |