13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002070
Total Value
$1.56B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLOOR & DECOR HLDGS INC | FND | 1,768,859 | $142.3M | 9.10% |
| 2 | VISA INC | V | 310,673 | $108.9M | 6.96% |
| 3 | LOWES COS INC | 548661107 | 419,163 | $97.8M | 6.25% |
| 4 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,894,950 | $95.1M | 6.08% |
| 5 | EQT CORP | EQT | 1,747,087 | $93.3M | 5.97% |
| 6 | CRH PLC | CRH | 954,082 | $83.9M | 5.36% |
| 7 | ADOBE INC | ADBE | 210,203 | $80.6M | 5.15% |
| 8 | UBER TECHNOLOGIES INC | UBER | 1,070,853 | $78.0M | 4.99% |
| 9 | PLANET FITNESS INC | PLNT | 761,455 | $73.6M | 4.70% |
| 10 | IDEXX LABS INC | 45168D104 | 160,254 | $67.3M | 4.30% |
| 11 | AIRBNB INC | ABNB | 562,525 | $67.2M | 4.30% |
| 12 | COUPANG INC | CPNG | 3,049,882 | $66.9M | 4.27% |
| 13 | KLA CORP | KLAC | 96,130 | $65.3M | 4.18% |
| 14 | HDFC BANK LTD | HDB | 954,614 | $63.4M | 4.05% |
| 15 | WINGSTOP INC | WING | 271,927 | $61.3M | 3.92% |
| 16 | MASTERCARD INCORPORATED | MA | 110,188 | $60.4M | 3.86% |
| 17 | FLUTTER ENTMT PLC | G3643J108 | 231,120 | $51.2M | 3.27% |
| 18 | ICON PLC | ICLR | 276,531 | $48.4M | 3.09% |
| 19 | EXPAND ENERGY CORPORATION | EXE | 403,995 | $45.0M | 2.87% |
| 20 | TALEN ENERGY CORP | TLN | 194,233 | $38.8M | 2.48% |
| 21 | MARTIN MARIETTA MATLS INC | 573284106 | 78,493 | $37.5M | 2.40% |
| 22 | ASML HOLDING N V | ASMLF | 52,187 | $34.6M | 2.21% |
| 23 | ICICI BANK LIMITED | IBN | 115,114 | $3.6M | 0.23% |