Two Creeks Capital Management, LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 23Value: $1.6BLatest: 2025Q1

Two Creeks Capital Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 23 holdings worth $1.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABNB",
  "ADBE",
  "ASML",
  "LOW",
  "IBN",
  "MA",
  "EQT",
  "FND",
  "ICLR",
  "KLAC",
  "UBER",
  "TLN",
  null,
  "IDXX",
  "HDB",
  "V",
  "WING",
  null,
  "PLNT",
  "CMG",
  "CPNG",
  "CRH",
  "MLM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 23
Total Value: 1564590526
Accession Number: 0001172661-25-002070
Form Type: 13F-HR
CIK: two-creeks-capital-management-lp
Manager Name: Two-Creeks-Capital-Management-Lp

Data Enrichment

91% identified

21 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

23 positions • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

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Floor & Decor Holdings, Inc.

FND|339750101

Shares:1.8M

Value:$142.3M

% of Portfolio:9.1% ($142.3M/$1.6B)

VISA INC.

V|92826C839

Shares:310.7K

Value:$108.9M

% of Portfolio:7.0% ($108.9M/$1.6B)

LOWES COMPANIES INC

LOW|548661107

Shares:419.2K

Value:$97.8M

% of Portfolio:6.2% ($97.8M/$1.6B)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:1.9M

Value:$95.1M

% of Portfolio:6.1% ($95.1M/$1.6B)

EQT Corp

EQT|26884L109

Shares:1.7M

Value:$93.3M

% of Portfolio:6.0% ($93.3M/$1.6B)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:954.1K

Value:$83.9M

% of Portfolio:5.4% ($83.9M/$1.6B)

ADOBE INC.

ADBE|00724F101

Shares:210.2K

Value:$80.6M

% of Portfolio:5.2% ($80.6M/$1.6B)

Uber Technologies, Inc

UBER|90353T100

Shares:1.1M

Value:$78.0M

% of Portfolio:5.0% ($78.0M/$1.6B)

Planet Fitness, Inc.

PLNT|72703H101

Shares:761.5K

Value:$73.6M

% of Portfolio:4.7% ($73.6M/$1.6B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:160.3K

Value:$67.3M

% of Portfolio:4.3% ($67.3M/$1.6B)

Airbnb, Inc.

ABNB|009066101

Shares:562.5K

Value:$67.2M

% of Portfolio:4.3% ($67.2M/$1.6B)

Coupang, Inc.

CPNG|22266T109

Shares:3.0M

Value:$66.9M

% of Portfolio:4.3% ($66.9M/$1.6B)

KLA CORP

KLAC|482480100

Shares:96.1K

Value:$65.3M

% of Portfolio:4.2% ($65.3M/$1.6B)

HDFC BANK LTD

HDB|40415F101

Shares:954.6K

Value:$63.4M

% of Portfolio:4.1% ($63.4M/$1.6B)

Wingstop Inc.

WING|974155103

Shares:271.9K

Value:$61.3M

% of Portfolio:3.9% ($61.3M/$1.6B)

Mastercard Inc

MA|57636Q104

Shares:110.2K

Value:$60.4M

% of Portfolio:3.9% ($60.4M/$1.6B)

G3643J108

Shares:231.1K

Value:$51.2M

% of Portfolio:3.3% ($51.2M/$1.6B)

ICON PLC

ICLR|G4705A100

Shares:276.5K

Value:$48.4M

% of Portfolio:3.1% ($48.4M/$1.6B)

165167735

Shares:404.0K

Value:$45.0M

% of Portfolio:2.9% ($45.0M/$1.6B)

Talen Energy Corp

TLN|87422Q109

Shares:194.2K

Value:$38.8M

% of Portfolio:2.5% ($38.8M/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Floor & Decor Holdings, Inc.(FNDcusip339750101)	1.8M	QoQ +11.41% (-181.3K) YoY +25.17% (-355.8K)	All Managers (Combined)	$142.3M	9.1% ($142.3M/$1.6B)	QoQ -10.07% (-$15.9M) YoY -22.28% (-$40.8M)
VISA INC.(Vcusip92826C839)	310.7K	QoQ -40.37% (-210.4K) YoY -59.97% (-465.5K)	All Managers (Combined)	$108.9M	7.0% ($108.9M/$1.6B)	QoQ -33.88% (-$55.8M) YoY -49.73% (-$107.7M)
LOWES COMPANIES INC(LOWcusip548661107)	419.2K	QoQ -16.54% (-83.1K) YoY -20.60% (-108.8K)	All Managers (Combined)	$97.8M	6.2% ($97.8M/$1.6B)	QoQ -21.13% (-$26.2M) YoY -27.30% (-$36.7M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	1.9M	QoQ +10.79% (-184.7K) YoY +7205.40% (+1.9M)	All Managers (Combined)	$95.1M	6.1% ($95.1M/$1.6B)	QoQ -7.74% (-$8.0M) YoY +26.18% (+$19.7M)
EQT Corp(EQTcusip26884L109)	1.7M	QoQ +59.02% (+648.5K) YoY NEW(+1.7M)	All Managers (Combined)	$93.3M	6.0% ($93.3M/$1.6B)	QoQ +84.27% (+$42.7M) YoY NEW(+$93.3M)
CRH PUBLIC LTD CO(CRHcusipG25508105)	954.1K	QoQ -18.23% (-212.7K) YoY -1.84% (-17.9K)	All Managers (Combined)	$83.9M	5.4% ($83.9M/$1.6B)	QoQ -22.25% (-$24.0M) YoY +0.10% (-$88.5K)
ADOBE INC.(ADBEcusip00724F101)	210.2K	QoQ +1.62% (-3.4K) YoY -11.15% (-26.4K)	All Managers (Combined)	$80.6M	5.2% ($80.6M/$1.6B)	QoQ -12.35% (-$11.4M) YoY -32.47% (-$38.8M)
Uber Technologies, Inc(UBERcusip90353T100)	1.1M	QoQ -5.65% (-64.1K) YoY NEW(+1.1M)	All Managers (Combined)	$78.0M	5.0% ($78.0M/$1.6B)	QoQ +13.96% (-$9.6M) YoY NEW(+$78.0M)
Planet Fitness, Inc.(PLNTcusip72703H101)	761.5K	QoQ -28.78% (-307.8K) YoY -24.68% (-249.5K)	All Managers (Combined)	$73.6M	4.7% ($73.6M/$1.6B)	QoQ -30.41% (-$32.2M) YoY +16.18% (-$10.2M)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	160.3K	QoQ +131.88% (+91.1K) YoY NEW(+160.3K)	All Managers (Combined)	$67.3M	4.3% ($67.3M/$1.6B)	QoQ +135.53% (+$38.7M) YoY NEW(+$67.3M)
Airbnb, Inc.(ABNBcusip009066101)	562.5K	QoQ +1.59% (-8.8K) YoY -15.86% (-106.0K)	All Managers (Combined)	$67.2M	4.3% ($67.2M/$1.6B)	QoQ -7.64% (-$5.6M) YoY -39.06% (-$43.1M)
Coupang, Inc.(CPNGcusip22266T109)	3.0M	QoQ +10.15% (+281.2K) YoY -2.62% (-82.3K)	All Managers (Combined)	$66.9M	4.3% ($66.9M/$1.6B)	QoQ +9.90% (+$6.0M) YoY +20.03% (-$11.2M)
KLA CORP(KLACcusip482480100)	96.1K	QoQ +2.14% (+2.0K) YoY +116.31% (+51.7K)	All Managers (Combined)	$65.3M	4.2% ($65.3M/$1.6B)	QoQ +10.19% (+$6.0M) YoY +110.50% (+$34.3M)
HDFC BANK LTD(HDBcusip40415F101)	954.6K	QoQ +0.20% (+2.0K) YoY -67.50% (-2.0M)	All Managers (Combined)	$63.4M	4.1% ($63.4M/$1.6B)	QoQ +4.25% (+$2.6M) YoY -61.42% (-$101.0M)
Wingstop Inc.(WINGcusip974155103)	271.9K	QoQ NEW(+271.9K) YoY NEW(+271.9K)	All Managers (Combined)	$61.3M	3.9% ($61.3M/$1.6B)	QoQ NEW(+$61.3M) YoY NEW(+$61.3M)
Mastercard Inc(MAcusip57636Q104)	110.2K	QoQ -13.90% (-17.8K) YoY -37.39% (-65.8K)	All Managers (Combined)	$60.4M	3.9% ($60.4M/$1.6B)	QoQ -10.37% (-$7.0M) YoY -28.74% (-$24.4M)
(cusipG3643J108)✕	231.1K	QoQ +117.63% (+124.9K) YoY NEW(+231.1K)	All Managers (Combined)	$51.2M	3.3% ($51.2M/$1.6B)	QoQ +86.55% (+$23.8M) YoY NEW(+$51.2M)
ICON PLC(ICLRcusipG4705A100)	276.5K	QoQ -7.09% (-21.1K) YoY +19.74% (-45.6K)	All Managers (Combined)	$48.4M	3.1% ($48.4M/$1.6B)	QoQ -22.47% (-$14.0M) YoY -37.62% (-$29.2M)
(cusip165167735)✕	404.0K	QoQ +16.38% (+56.9K) YoY NEW(+404.0K)	All Managers (Combined)	$45.0M	2.9% ($45.0M/$1.6B)	QoQ +30.15% (+$10.4M) YoY NEW(+$45.0M)
Talen Energy Corp(TLNcusip87422Q109)	194.2K	QoQ NEW(+194.2K) YoY NEW(+194.2K)	All Managers (Combined)	$38.8M	2.5% ($38.8M/$1.6B)	QoQ NEW(+$38.8M) YoY NEW(+$38.8M)