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Size ($ in 1000's)
At 12/31/2023: $1,596,661
At 09/30/2023: $1,550,079
Two Creeks Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Two Creeks Capital Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Two Creeks Capital Management LP top holdings by largest position size, as per the latest 13f filing made by Two Creeks Capital Management LP.
In the Two Creeks Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Two Creeks Capital Management LP in that top holding, then the share count change between reporting periods, and finally the Two Creeks Capital Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| HDFC BANK LTD |
3,712,833 |
+536,385 |
$249,168 | | HDB | 3,712,833 | +536,385 | $249,168 | | VISA INC |
783,484 |
+11,081 |
$203,980 | | V | 783,484 | +11,081 | $203,980 | | FLOOR & DECOR HLDGS INC |
1,566,607 |
-617,528 |
$174,771 | | FND | 1,566,607 | -617,528 | $174,771 | | LOWES COS INC |
648,538 |
-56,460 |
$144,332 | | LOW | 648,538 | -56,460 | $144,332 | | AIRBNB INC |
781,232 |
UNCH |
$106,357 | | ABNB | 781,232 | UNCH | $106,357 | | ASML HOLDING N V |
127,534 |
-8,299 |
$96,533 | | ASML | 127,534 | -8,299 | $96,533 | | MASTERCARD INCORPORATED |
214,249 |
+3,033 |
$91,379 | | MA | 214,249 | +3,033 | $91,379 | | CHIPOTLE MEXICAN GRILL INC |
38,664 |
-6,172 |
$88,423 | | CMG | 38,664 | -6,172 | $88,423 | | ALPHABET INC |
514,301 |
-52,393 |
$72,480 | | GOOG | 514,301 | -52,393 | $72,480 | | ICON PLC |
221,352 |
-22,226 |
$62,658 | | ICLR | 221,352 | -22,226 | $62,658 | | COUPANG INC |
3,852,061 |
+571,230 |
$62,365 | | CPNG | 3,852,061 | +571,230 | $62,365 | | ASPEN TECHNOLOGY INC |
265,790 |
-38,330 |
$58,514 | | AZPN | 265,790 | -38,330 | $58,514 | | VERISIGN INC |
237,823 |
-113,591 |
$48,982 | | VRSN | 237,823 | -113,591 | $48,982 | | ALIBABA GROUP HLDG LTD |
622,879 |
UNCH |
$48,279 | | BABA | 622,879 | UNCH | $48,279 | | TYLER TECHNOLOGIES INC |
111,856 |
+857 |
$46,769 | | TYL | 111,856 | +857 | $46,769 |
See Full List: All Stocks Held By Two Creeks Capital Management LP
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Two Creeks Capital Management LP
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