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  Name: Two Creeks Capital Management LP
  City: New York
  State: NY
  Zip: 10019
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,596,661,000
  Total Value Change : $46,582,000
  Securities Held Change : 0
   
All Securities Held : 16
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 5
  Unchanged Positions : 2
  Decreased Positions : 9

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Holdings Found : 16     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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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
   (HDB)1 Year Chart         HDB HDFC Bank Limited (ADR) 1 - $58.34 $249,168,000 3,712,833 15.61% 61,726,000 536,385 0.202    Foreign Regional Banks
   (V)1 Year Chart         V Visa Inc 2 - $274.52 $203,980,000 783,484 12.78% 26,320,000 11,081 0.046    Business Services
   (FND)1 Year Chart         FND Floor & Decor Holdings, Inc. 3 - $110.93 $174,771,000 1,566,607 10.95% -22,893,000 -617,528 1.253    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc 4 - $229.87 $144,332,000 648,538 9.04% -2,195,000 -56,460 0.086    Home Improvement Stores
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 5 - $164.23 $106,357,000 781,232 6.66% -836,000 0 0.225    N/A
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 6 - $0.00 $96,533,000 127,534 6.05% 16,574,000 -8,299 0.029    Semiconductor Equipme...
   (MA)1 Year Chart         MA MasterCard Inc A 7 - $462.42 $91,379,000 214,249 5.72% 7,756,000 3,033 0.022    Business Services
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 8 - $3,186.97 $88,423,000 38,664 5.54% 6,291,000 -6,172 0.138    Restaurants
   (GOOG)1 Year Chart         GOOG Alphabet Inc 9 - $173.69 $72,480,000 514,301 4.54% -2,239,000 -52,393 0.008    Search Engines & Info...
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 10 - $308.31 $62,658,000 221,352 3.92% 2,677,000 -22,226 0.278    Research Services
   (CPNG)1 Year Chart         CPNG Coupang, Inc. 11 - $0.00 $62,365,000 3,852,061 3.91% 6,591,000 571,230 0.25    N/A
   (AZPN)1 Year Chart         AZPN Aspen Technology Inc 12 - $198.43 $58,514,000 265,790 3.66% -3,606,000 -38,330 0.384    Application Software
   (VRSN)1 Year Chart         VRSN Verisign Inc 13 - $175.48 $48,982,000 237,823 3.07% -22,190,000 -113,591 0.208    Internet Software & S...
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 14 - $75.55 $48,279,000 622,879 3.02% -5,750,000 0 0.023    N/A
   (TYL)1 Year Chart         TYL Tyler Technologies Inc 15 - $460.74 $46,769,000 111,856 2.93% 3,908,000 857 0.278    Information Technolog...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 16 - $477.56 $41,671,000 69,848 2.61% -25,552,000 -61,988 0.015    Application Software
      16 Records Found
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