13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000957
Total Value
$1.64B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 521,074 | $164.7M | 10.04% |
| 2 | FLOOR & DECOR HLDGS INC | FND | 1,587,590 | $158.3M | 9.65% |
| 3 | LOWES COS INC | 548661107 | 502,276 | $124.0M | 7.56% |
| 4 | CRH PLC | CRH | 1,166,816 | $108.0M | 6.58% |
| 5 | PLANET FITNESS INC | PLNT | 1,069,283 | $105.7M | 6.45% |
| 6 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,710,250 | $103.1M | 6.29% |
| 7 | ADOBE INC | ADBE | 206,847 | $92.0M | 5.61% |
| 8 | AIRBNB INC | ABNB | 553,703 | $72.8M | 4.44% |
| 9 | UBER TECHNOLOGIES INC | UBER | 1,134,980 | $68.5M | 4.17% |
| 10 | MASTERCARD INCORPORATED | MA | 127,979 | $67.4M | 4.11% |
| 11 | ALPHABET INC | GOOG | 340,910 | $64.9M | 3.96% |
| 12 | ICON PLC | ICLR | 297,638 | $62.4M | 3.81% |
| 13 | COUPANG INC | CPNG | 2,768,663 | $60.9M | 3.71% |
| 14 | HDFC BANK LTD | HDB | 952,645 | $60.8M | 3.71% |
| 15 | KLA CORP | KLAC | 94,113 | $59.3M | 3.62% |
| 16 | ASML HOLDING N V | ASMLF | 81,455 | $56.5M | 3.44% |
| 17 | EQT CORP | EQT | 1,098,617 | $50.7M | 3.09% |
| 18 | ASPEN TECHNOLOGY INC | 29109X106 | 181,899 | $45.4M | 2.77% |
| 19 | EXPAND ENERGY CORPORATION | EXE | 347,105 | $34.6M | 2.11% |
| 20 | IDEXX LABS INC | 45168D104 | 69,110 | $28.6M | 1.74% |
| 21 | FLUTTER ENTMT PLC | G3643J108 | 106,198 | $27.4M | 1.67% |
| 22 | CDW CORP | CDW | 139,559 | $24.3M | 1.48% |