13F HOLDINGS REPORT
Two Creeks Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003357
Total Value
$1.53B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLOOR & DECOR HLDGS INC | FND | 1,619,457 | $123.0M | 8.06% |
| 2 | TALEN ENERGY CORP | TLN | 336,885 | $98.0M | 6.42% |
| 3 | UBER TECHNOLOGIES INC | UBER | 969,003 | $90.4M | 5.92% |
| 4 | FLUTTER ENTMT PLC | G3643J108 | 289,455 | $82.7M | 5.42% |
| 5 | VISA INC | V | 230,958 | $82.0M | 5.37% |
| 6 | CRH PLC | CRH | 879,163 | $80.7M | 5.29% |
| 7 | LOWES COS INC | 548661107 | 356,030 | $79.0M | 5.18% |
| 8 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,400,372 | $78.6M | 5.15% |
| 9 | ASML HOLDING N V | ASMLF | 90,730 | $72.7M | 4.76% |
| 10 | EQT CORP | EQT | 1,231,711 | $71.8M | 4.71% |
| 11 | COUPANG INC | CPNG | 2,206,297 | $66.1M | 4.33% |
| 12 | AIRBNB INC | ABNB | 484,784 | $64.2M | 4.20% |
| 13 | WINGSTOP INC | WING | 186,811 | $62.9M | 4.12% |
| 14 | IDEXX LABS INC | 45168D104 | 114,459 | $61.4M | 4.02% |
| 15 | MASTERCARD INCORPORATED | MA | 109,214 | $61.4M | 4.02% |
| 16 | PLANET FITNESS INC | PLNT | 540,979 | $59.0M | 3.87% |
| 17 | HDFC BANK LTD | HDB | 665,970 | $51.1M | 3.35% |
| 18 | ATLASSIAN CORPORATION | TEAM | 243,585 | $49.5M | 3.24% |
| 19 | MICROSOFT CORP | MSFT | 89,471 | $44.5M | 2.92% |
| 20 | EXPAND ENERGY CORPORATION | EXE | 372,278 | $43.5M | 2.85% |
| 21 | TYLER TECHNOLOGIES INC | TYL | 47,504 | $28.2M | 1.85% |
| 22 | KLA CORP | KLAC | 29,089 | $26.1M | 1.71% |
| 23 | MARTIN MARIETTA MATLS INC | 573284106 | 39,913 | $21.9M | 1.44% |
| 24 | IRIDIUM COMMUNICATIONS INC | IRDM | 525,700 | $15.9M | 1.04% |
| 25 | BOSTON BEER INC | SAM | 30,000 | $5.7M | 0.38% |
| 26 | ICICI BANK LIMITED | IBN | 115,114 | $3.9M | 0.25% |
| 27 | RENTOKIL INITIAL PLC | RKLIF | 79,590 | $1.9M | 0.13% |