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Name: |
Two Creeks Capital Management LP |
City: |
New York |
State: |
NY |
Zip: |
10019 |
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data |
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Holdings
Found :
10 |
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Decreased Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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V |
Visa Inc |
1 |
- |
$274.49 |
$216,602,000 |
776,128 |
12.48% |
12,622,000 |
-7,356 |
0.046 |
Business Services |
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FND |
Floor & Decor Holdings, Inc. |
2 |
- |
$114.04 |
$183,166,000 |
1,413,096 |
10.55% |
8,395,000 |
-153,511 |
1.061 |
N/A |
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HDB |
HDFC Bank Limited (ADR) |
3 |
- |
$58.00 |
$164,420,000 |
2,937,654 |
9.47% |
-84,748,000 |
-775,179 |
0.16 |
Foreign Regional Banks |
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LOW |
Lowes Companies Inc |
4 |
- |
$215.21 |
$134,482,000 |
527,939 |
7.75% |
-9,850,000 |
-120,599 |
0.07 |
Home Improvement Stores |
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ABNB |
Airbnb, Inc. |
7 |
- |
$144.47 |
$110,286,000 |
668,560 |
6.36% |
3,929,000 |
-112,672 |
0.193 |
N/A |
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ASML |
ASML Holding N.V. (ADR) |
8 |
- |
$0.00 |
$85,059,000 |
87,647 |
4.9% |
-11,474,000 |
-39,887 |
0.02 |
Semiconductor Equipme... |
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MA |
MasterCard Inc A |
9 |
- |
$451.18 |
$84,757,000 |
176,002 |
4.88% |
-6,622,000 |
-38,247 |
0.018 |
Business Services |
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CMG |
Chipotle Mexican Grill Inc |
12 |
- |
$3,151.63 |
$75,399,000 |
25,939 |
4.34% |
-13,024,000 |
-12,725 |
0.093 |
Restaurants |
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GOOG |
Alphabet Inc |
13 |
- |
$176.33 |
$67,730,000 |
444,834 |
3.9% |
-4,750,000 |
-69,467 |
0.007 |
Search Engines & Info... |
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CPNG |
Coupang, Inc. |
15 |
- |
$0.00 |
$55,722,000 |
3,132,222 |
3.21% |
-6,643,000 |
-719,839 |
0.203 |
N/A |
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