TC

Two Creeks Capital Management, LP

13F
Two Creeks Capital Management, LP
Last update 2025-05-15 23 Stocks (4 new)
Value $1.56 Bil Turnover 18 %
Countries:
Top Holdings: FND(9.10%)V(6.96%)LOW(6.25%)CMG(6.08%)EQT(5.97%)
Summary Stock Picks Current Portfolio
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
-22.55%
-28.49%
7,671.8
Retail - Cyclical
V 		Visa Inc
310,673
108,878.5
-40.38%
6.960
-4.05%
0.020
+0.84%
+15.64%
697,803.3
Credit Services
LOW 		Lowe's Companies Inc
419,163
97,761.4
-16.55%
6.250
-1.25%
0.070
-7.09%
-6.93%
127,499.6
Retail - Cyclical
CMG 		Chipotle Mexican Grill Inc
1,894,950
95,145.4
+10.80%
6.080
+0.59%
0.140
-8.94%
-17.95%
66,660.8
Restaurants
EQT 		EQT Corp
1,747,087
93,346.9
+59.03%
5.970
+2.22%
0.290
+16.56%
+23.50%
33,888.2
Oil & Gas
CRH 		CRH PLC
954,082
83,930.6
-18.23%
5.360
-1.20%
0.140
-8.49%
-1.12%
61,235.5
Building Materials
ADBE 		Adobe Inc
210,203
80,619.2
+1.62%
5.150
+0.08%
0.050
-7.15%
-7.97%
174,413.8
Software
UBER 		Uber Technologies Inc
1,070,853
78,022.4
-5.65%
4.990
-0.24%
0.050
+11.59%
+37.72%
173,713.3
Software
PLNT 		Planet Fitness Inc
761,455
73,564.2
-28.79%
4.700
-1.86%
0.910
+12.65%
+6.03%
8,790.1
Travel & Leisure
IDXX 		IDEXX Laboratories Inc
160,254
67,298.7
+131.88%
4.300
+2.45%
0.200
+19.52%
+26.37%
42,018.8
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 Inc2025-03-31Reduce
-4.05%
●
306.92 ($338.38) 362.71
$364.26
7.65%
Reduce -40.38%
310,673
-210,401
GOOG 		Alphabet Inc2025-03-31Sold Out
-3.96%
●
156.06 ($183.12) 207.71
$168.55
-7.96%
Sold Out
0
-340,910
WING 		Wingstop Inc2025-03-31New Buy
+3.92%
●
207 ($260.1) 311.93
$345.23
32.73%
New holding
271,927
271,927
AZPN Unlock Delisted Aspen Technology Inc2025-03-31Sold Out
-2.77%
●
249.06 ($260.82) 274.8
$264.33
1.35%
Sold Out
0
-181,899
TLN 		Talen Energy Corp2025-03-31New Buy
+2.48%
●
165.75 ($216.89) 250.37
$255.06
17.60%
New holding
194,233
194,233
IDXX 		IDEXX Laboratories Inc2025-03-31Add
+2.45%
●
406.29 ($434.21) 469.04
$522.48
20.33%
Add 131.88%
160,254
91,144
MLM 		Martin Marietta Materials Inc2025-03-31New Buy
+2.40%
●
460.39 ($507.84) 552.64
$540.11
6.35%
New holding
78,493
78,493
EQT 		EQT Corp2025-03-31Add
+2.22%
●
46.16 ($51.08) 54.25
$56.61
10.83%
Add 59.03%
1,747,087
648,470
PLNT 		Planet Fitness Inc2025-03-31Reduce
-1.86%
●
90.12 ($100.65) 109.07
$104.83
4.15%
Reduce -28.79%
761,455
-307,828
FLUT 		Flutter Entertainment PLC2025-03-31Add
+1.77%
●
221.55 ($259.01) 298.81
$247.22
-4.55%
Add 117.63%
231,120
124,922

Two Creeks Capital Management, LP Total Holding History ($B)

To

Two Creeks Capital Management, LP's Asset Allocation

To

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

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