News + Filings Holdings
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Two Creeks Capital Management, LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Aspen Technology, Inc.
| AZPN | Common | 108,415 | -143,718 | 22,268,441,000 | 22,208,383,000 | 1.59 | 0.17 |
Hist
| 12/31/2022 |
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XP Inc.
| | Common | 2,059,572 | -1,056,855 | 31,593,834,000 | 31,534,591,000 | 2.25 | |
Hist
| 12/31/2022 |
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BERRY GLOBAL GROUP, INC.
| BERY | Common | 704,456 | -587,445 | 42,570,276,000 | 42,510,164,000 | 3.04 | 0.57 |
Hist
| 12/31/2022 |
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CLARIVATE Plc
| CLVT | Common | 5,710,943 | -1,487,919 | 47,629,265,000 | 47,561,668,000 | 3.40 | 0.85 |
Hist
| 12/31/2022 |
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Alphabet Inc.
| GOOG | COM | 909,440 | -65,760 | 80,694,611,000 | 80,600,846,000 | 5.75 | 0.01 |
Hist
| 12/31/2022 |
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ADOBE INC.
| ADBE | Common | 339,336 | -233,376 | 114,196,744,000 | 114,039,134,000 | 8.14 | 0.07 |
Hist
| 12/31/2022 |
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VERISIGN INC/CA
| VRSN | Common | 619,050 | -71,393 | 127,177,632,000 | 127,057,702,000 | 9.07 | 0.58 |
Hist
| 12/31/2022 |
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Floor & Decor Holdings, Inc.
| FND | COM | 2,429,797 | -74,343 | 169,186,765,000 | 169,010,824,000 | 12.07 | |
Hist
| 12/31/2022 |
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LOWES COMPANIES INC
| LOW | Common | 915,136 | -896 | 182,331,697,000 | 182,159,657,000 | 13.00 | 0.15 |
Hist
| 12/31/2022 |
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