TC
| |
Two Creeks Capital Management, LP13F | |
| Two Creeks Capital Management, LP | |
| Last update 2025-05-15 | 23 Stocks (4 new) |
| Value $1.56 Bil | Turnover 18 % |
Two Creeks Capital Management,... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FND | Floor & Decor Holdings Inc | 1,768,859 | 142,340.1 | +11.42% | 9.100 | +0.93% | 1.640 | +17.33% | -17.75% | 8,823.7 | Retail - Cyclical | |
V | Visa Inc | 310,673 | 108,878.5 | -40.38% | 6.960 | -4.05% | 0.020 | +15.20% | +12.56% | 692,613.5 | Credit Services | |
LOW | Lowe's Companies Inc | 419,163 | 97,761.4 | -16.55% | 6.250 | -1.25% | 0.070 | +6.22% | -8.50% | 125,353.1 | Retail - Cyclical | |
CMG | Chipotle Mexican Grill Inc | 1,894,950 | 95,145.4 | +10.80% | 6.080 | +0.59% | 0.140 | +20.60% | -8.04% | 74,711.3 | Restaurants | |
EQT | EQT Corp | 1,747,087 | 93,346.9 | +59.03% | 5.970 | +2.22% | 0.290 | +15.86% | +19.68% | 32,840.6 | Oil & Gas | |
CRH | CRH PLC | 954,082 | 83,930.6 | -18.23% | 5.360 | -1.20% | 0.140 | +18.26% | +3.10% | 63,725.3 | Building Materials | |
ADBE | Adobe Inc | 210,203 | 80,619.2 | +1.62% | 5.150 | +0.08% | 0.050 | +12.42% | -14.04% | 162,146.2 | Software | |
UBER | Uber Technologies Inc | 1,070,853 | 78,022.4 | -5.65% | 4.990 | -0.24% | 0.050 | +49.81% | +61.60% | 203,847.1 | Software | |
PLNT | Planet Fitness Inc | 761,455 | 73,564.2 | -28.79% | 4.700 | -1.86% | 0.910 | +17.39% | +7.55% | 8,915.9 | Travel & Leisure | |
IDXX | IDEXX Laboratories Inc | 160,254 | 67,298.7 | +131.88% | 4.300 | +2.45% | 0.200 | +49.25% | +30.33% | 43,334.1 | Medical Diagnostics & Research |
Two Creeks Capital Management, LP's Historical Top Holdings Breakdowns
Two Creeks Capital Management, LP's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
V | Visa Inc | 2025-03-31 | Reduce Reduce | -4.05% | 306.92 ($338.38) 362.71 | $354.55 | 4.78% | Reduce -40.38% | 310,673 | -210,401 | |
GOOG | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -3.96% | 156.06 ($183.12) 207.71 | $175.16 | -4.35% | Sold Out | 0 | -340,910 | |
WING | Wingstop Inc | 2025-03-31 | New Buy New Buy | +3.92% | 207 ($260.1) 311.93 | $326.65 | 25.59% | New holding | 271,927 | 271,927 | |
| AZPN Unlock Delisted | Aspen Technology Inc | 2025-03-31 | Sold Out Sold Out | -2.77% | 249.06 ($260.82) 274.8 | $264.33 | 1.35% | Sold Out | 0 | -181,899 | |
TLN | Talen Energy Corp | 2025-03-31 | New Buy New Buy | +2.48% | 165.75 ($216.89) 250.37 | $277.46 | 27.93% | New holding | 194,233 | 194,233 | |
IDXX | IDEXX Laboratories Inc | 2025-03-31 | Add Add | +2.45% | 406.29 ($434.21) 469.04 | $538.84 | 24.10% | Add 131.88% | 160,254 | 91,144 | |
MLM | Martin Marietta Materials Inc | 2025-03-31 | New Buy New Buy | +2.40% | 460.39 ($507.84) 552.64 | $559.09 | 10.09% | New holding | 78,493 | 78,493 | |
EQT | EQT Corp | 2025-03-31 | Add Add | +2.22% | 46.16 ($51.08) 54.25 | $54.86 | 7.40% | Add 59.03% | 1,747,087 | 648,470 | |
PLNT | Planet Fitness Inc | 2025-03-31 | Reduce Reduce | -1.86% | 90.12 ($100.65) 109.07 | $106.33 | 5.64% | Reduce -28.79% | 761,455 | -307,828 | |
FLUT | Flutter Entertainment PLC | 2025-03-31 | Add Add | +1.77% | 221.55 ($259.01) 298.81 | $285.24 | 10.13% | Add 117.63% | 231,120 | 124,922 |
Two Creeks Capital Management, LP Total Holding History ($B)
Two Creeks Capital Management, LP's Asset Allocation
Two Creeks Capital Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Two Creeks Capital Management, LP's Hypothetical Growth since 2025-03-31
Two Creeks Capital Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Two Creeks Capital Management, LP's Holdings Heat Map
Size field:
Two Creeks Capital Management, LP's Holdings Bubble Chart
Two Creeks Capital Management, LP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers