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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HDFC BANK LTD
| HDB | SPONSORED ADS | 3,081,326 | 0 | 214,768,422,000 | 9,336,418,000 | 12.92 | |
Hist
| 06/30/2023 |
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Floor & Decor Holdings, Inc.
| FND | COM | 1,876,937 | 25,000 | 195,126,371,000 | 13,229,119,000 | 11.74 | |
Hist
| 06/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 848,059 | -117,298 | 191,406,916,000 | -1,635,523,000 | 11.52 | 0.14 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 784,868 | -15,825 | 186,390,453,000 | 5,866,209,000 | 11.21 | |
Hist
| 06/30/2023 |
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ADOBE INC.
| ADBE | Common | 191,263 | -127,086 | 93,525,694,000 | -29,156,460,000 | 5.63 | 0.04 |
Hist
| 06/30/2023 |
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Airbnb, Inc.
| ABNB | COM CL A | 714,042 | 134,550 | 91,511,623,000 | 19,422,818,000 | 5.51 | |
Hist
| 06/30/2023 |
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VERISIGN INC/CA
| VRSN | Common | 379,331 | 0 | 85,717,426,000 | 5,553,406,000 | 5.16 | 0.36 |
Hist
| 06/30/2023 |
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Aspen Technology, Inc.
| AZPN | Common | 509,017 | 358,832 | 85,316,339,000 | 50,943,498,000 | 5.13 | |
Hist
| 06/30/2023 |
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Mastercard Inc
| MA | CL A | 213,907 | 79,115 | 84,129,623,000 | 35,144,862,000 | 5.06 | |
Hist
| 06/30/2023 |
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ASML HOLDING NV
| ASML | N Y REGISTRY SHS | 111,573 | -9,948 | 80,862,532,000 | -1,858,028,000 | 4.86 | |
Hist
| 06/30/2023 |
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CHIPOTLE MEXICAN GRILL INC
| CMG | Cl A | 37,049 | 900 | 79,247,811,000 | 17,494,836,000 | 4.77 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 633,884 | -121,445 | 76,680,947,000 | -1,873,269,000 | 4.61 | |
Hist
| 06/30/2023 |
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ICON PLC
| ICLR | Common | 243,578 | 243,578 | 60,943,216,000 | 60,943,216,000 | 3.67 | 0.30 |
Hist
| 06/30/2023 |
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CLARIVATE Plc
| CLVT | Common | 5,710,943 | 0 | 54,425,287,000 | 799,532,000 | 3.27 | 0.85 |
Hist
| 06/30/2023 |
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Alibaba Group Holding Ltd
| BABA | SPONSORED ADS | 622,879 | 0 | 51,916,965,000 | -11,728,811,000 | 3.12 | |
Hist
| 06/30/2023 |
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TYLER TECHNOLOGIES INC
| TYL | Common | 72,625 | 72,625 | 30,246,134,000 | 30,246,134,000 | 1.82 | 0.17 |
Hist
| 06/30/2023 |
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BERRY GLOBAL GROUP, INC.
| BERY | Common | 0 | -697,656 | 0 | -41,091,938,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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