Two Creeks Capital Management, Lp Top Holdings and 13F Report (2025) About Two Creeks Capital Management, LpInvestment ActivityTwo Creeks Capital Management, Lp has $1.64 billion in total holdings as of December 31, 2024.Two Creeks Capital Management, Lp owns shares of 22 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 20.68% of the portfolio was purchased this quarter.About 11.31% of the portfolio was sold this quarter.This quarter, Two Creeks Capital Management, Lp has purchased 18 new stocks and bought additional shares in 7 stocks.Two Creeks Capital Management, Lp sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Visa $164,680,227Floor & Decor $158,282,723Lowe's Companies $123,961,717CRH PLC $107,953,816Planet Fitness $105,720,010 Largest New Holdings this Quarter Uber Technologies $68,461,994 HoldingEQT $50,657,230 HoldingChesapeake Energy $34,554,303 HoldingIDEXX Laboratories $28,572,838 HoldingFLUTTER ENTMT PLC $27,446,873 Holding Largest Purchases this Quarter Uber Technologies 1,134,980 shares (about $68.46M)EQT 1,098,617 shares (about $50.66M)Chesapeake Energy 347,105 shares (about $34.55M)IDEXX Laboratories 69,110 shares (about $28.57M)FLUTTER ENTMT PLC 106,198 shares (about $27.45M) Largest Sales this Quarter Mastercard 72,212 shares (about $38.02M)Airbnb 230,563 shares (about $30.30M)HDFC Bank 473,214 shares (about $30.22M)Planet Fitness 223,826 shares (about $22.13M)Lowe's Companies 41,609 shares (about $10.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTwo Creeks Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$164,680,227$1,933,217 ▼-1.2%521,07410.0%Business ServicesFNDFloor & Decor$158,282,723$11,166,500 ▲7.6%1,587,5909.7%Retail/WholesaleLOWLowe's Companies$123,961,717$10,269,101 ▼-7.7%502,2767.6%Retail/WholesaleCRH PLC$107,953,816$25,050,530 ▲30.2%1,166,8166.6%ORDPLNTPlanet Fitness$105,720,010$22,129,677 ▼-17.3%1,069,2836.4%Consumer DiscretionaryCMGChipotle Mexican Grill$103,128,075$884,058 ▲0.9%1,710,2506.3%Retail/WholesaleADBEAdobe$91,980,724$20,595,799 ▲28.9%206,8475.6%Computer and TechnologyABNBAirbnb$72,762,111$30,298,284 ▼-29.4%553,7034.4%Consumer DiscretionaryUBERUber Technologies$68,461,994$68,461,994 ▲New Holding1,134,9804.2%Computer and TechnologyMAMastercard$67,389,902$38,024,673 ▼-36.1%127,9794.1%Business ServicesGOOGAlphabet$64,922,900$297,277 ▼-0.5%340,9104.0%Computer and TechnologyICLRICON Public$62,417,665$26,084,359 ▲71.8%297,6383.8%MedicalCPNGCoupang$60,855,213$49,433 ▲0.1%2,768,6633.7%Retail/WholesaleHDBHDFC Bank$60,835,910$30,219,446 ▼-33.2%952,6453.7%FinanceKLACKLA$59,302,484$21,349,096 ▲56.3%94,1133.6%Computer and TechnologyASMLASML$56,454,831$258,519 ▼-0.5%81,4553.4%Computer and TechnologyEQTEQT$50,657,230$50,657,230 ▲New Holding1,098,6173.1%Oils/EnergyAZPNAspen Technology$45,407,447$2,990,318 ▼-6.2%181,8992.8%Computer and TechnologyCHKChesapeake Energy$34,554,303$34,554,303 ▲New Holding347,1052.1%Oils/EnergyIDXXIDEXX Laboratories$28,572,838$28,572,838 ▲New Holding69,1101.7%MedicalFLUTTER ENTMT PLC$27,446,873$27,446,873 ▲New Holding106,1981.7%SHSCDWCDW$24,288,848$24,288,848 ▲New Holding139,5591.5%Computer and TechnologyTYLTyler Technologies$0$40,938,035 ▼-100.0%00.0%Computer and TechnologyIBNICICI Bank$0$8,135,528 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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