Two Creeks Capital Management, Lp Top Holdings and 13F Report (2025) About Two Creeks Capital Management, LpInvestment ActivityTwo Creeks Capital Management, Lp has $1.56 billion in total holdings as of March 31, 2025.Two Creeks Capital Management, Lp owns shares of 23 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 18.03% of the portfolio was purchased this quarter.About 20.05% of the portfolio was sold this quarter.This quarter, Two Creeks Capital Management, Lp has purchased 22 new stocks and bought additional shares in 11 stocks.Two Creeks Capital Management, Lp sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Floor & Decor $142,340,084Visa $108,878,460Lowe's Companies $97,761,386Chipotle Mexican Grill $95,145,440EQT $93,346,858 Largest New Holdings this Quarter 974155103 - Wingstop $61,341,293 Holding87422Q109 - TALEN ENERGY CORP $38,782,503 Holding573284106 - Martin Marietta Materials $37,529,858 Holding45104G104 - ICICI Bank $3,628,393 Holding Largest Purchases this Quarter Wingstop 271,927 shares (about $61.34M)TALEN ENERGY CORP 194,233 shares (about $38.78M)IDEXX Laboratories 91,144 shares (about $38.28M)Martin Marietta Materials 78,493 shares (about $37.53M)EQT 648,470 shares (about $34.65M) Largest Sales this Quarter Visa 210,401 shares (about $73.74M)Planet Fitness 307,828 shares (about $29.74M)ASML 29,268 shares (about $19.39M)Lowe's Companies 83,113 shares (about $19.38M)CRH PLC 212,734 shares (about $18.71M) 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 PortfolioSectorFNDFloor & Decor$142,340,084$14,586,716 ▲11.4%1,768,8599.1%Retail/WholesaleVVisa$108,878,460$73,737,135 ▼-40.4%310,6737.0%Business ServicesLOWLowe's Companies$97,761,386$19,384,445 ▼-16.5%419,1636.2%Retail/WholesaleCMGChipotle Mexican Grill$95,145,440$9,273,787 ▲10.8%1,894,9506.1%Retail/WholesaleEQTEQT$93,346,858$34,647,752 ▲59.0%1,747,0876.0%EnergyCRH PLC$83,930,594$18,714,210 ▼-18.2%954,0825.4%ORDADBEAdobe$80,619,157$1,287,127 ▲1.6%210,2035.2%Computer and TechnologyUBERUber Technologies$78,022,350$4,672,293 ▼-5.7%1,070,8535.0%Computer and TechnologyPLNTPlanet Fitness$73,564,168$29,739,263 ▼-28.8%761,4554.7%Consumer DiscretionaryIDXXIDEXX Laboratories$67,298,667$38,275,923 ▲131.9%160,2544.3%MedicalABNBAirbnb$67,199,237$1,053,876 ▲1.6%562,5254.3%Consumer DiscretionaryCPNGCoupang$66,883,912$6,167,133 ▲10.2%3,049,8824.3%Retail/WholesaleKLACKLA$65,349,174$1,371,157 ▲2.1%96,1304.2%Computer and TechnologyHDBHDFC Bank$63,424,554$130,820 ▲0.2%954,6144.1%FinanceWINGWingstop$61,341,293$61,341,293 ▲New Holding271,9273.9%Retail/WholesaleMAMastercard$60,396,247$9,751,603 ▼-13.9%110,1883.9%Business ServicesFLUTTER ENTMT PLC$51,204,636$27,676,469 ▲117.6%231,1203.3%SHSICLRICON Public$48,390,160$3,693,514 ▼-7.1%276,5313.1%MedicalCHKChesapeake Energy$44,972,723$6,332,995 ▲16.4%403,9952.9%EnergyTALEN ENERGY CORP$38,782,503$38,782,503 ▲New Holding194,2332.5%COMMLMMartin Marietta Materials$37,529,858$37,529,858 ▲New Holding78,4932.4%ConstructionASMLASML$34,580,672$19,393,855 ▼-35.9%52,1872.2%Computer and TechnologyIBNICICI Bank$3,628,393$3,628,393 ▲New Holding115,1140.2%FinanceGOOGAlphabet$0$64,922,900 ▼-100.0%00.0%Computer and TechnologyAZPNAspen Technology$0$45,407,447 ▼-100.0%00.0%Computer and TechnologyCDWCDW$0$24,288,848 ▼-100.0%00.0%Computer and TechnologyShowing 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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