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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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Filing Period: |
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| Holdings
Found :
9 |
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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 |
|
FND |
Floor & Decor Holdings, Inc. |
3 |
- |
$122.57 |
$174,771,000 |
1,566,607 |
10.95% |
-22,893,000 |
-617,528 |
1.253 |
N/A |
|
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LOW |
Lowes Companies Inc |
4 |
- |
$232.98 |
$144,332,000 |
648,538 |
9.04% |
-2,195,000 |
-56,460 |
0.086 |
Home Improvement Stores |
|
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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... |
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CMG |
Chipotle Mexican Grill Inc |
8 |
- |
$3,195.40 |
$88,423,000 |
38,664 |
5.54% |
6,291,000 |
-6,172 |
0.138 |
Restaurants |
|
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GOOG |
Alphabet Inc |
9 |
- |
$170.90 |
$72,480,000 |
514,301 |
4.54% |
-2,239,000 |
-52,393 |
0.008 |
Search Engines & Info... |
|
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ICLR |
ICON plc (ADR) |
10 |
- |
$309.51 |
$62,658,000 |
221,352 |
3.92% |
2,677,000 |
-22,226 |
0.278 |
Research Services |
|
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AZPN |
Aspen Technology Inc |
12 |
- |
$197.54 |
$58,514,000 |
265,790 |
3.66% |
-3,606,000 |
-38,330 |
0.384 |
Application Software |
|
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VRSN |
Verisign Inc |
13 |
- |
$171.09 |
$48,982,000 |
237,823 |
3.07% |
-22,190,000 |
-113,591 |
0.208 |
Internet Software & S... |
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ADBE |
Adobe Systems Inc |
16 |
- |
$483.11 |
$41,671,000 |
69,848 |
2.61% |
-25,552,000 |
-61,988 |
0.015 |
Application Software |
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