Two Creeks Capital Management, LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.5 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $165M, Floor & Decor Holdings, Inc. with a value of $158M, Lowes Companies Inc with a value of $124M, Planet Fitness, Inc. with a value of $106M, and Chipotle Mexican Grill Inc with a value of $103M.

Examining the 13F form we can see an increase of $65.9M in the current position value, from $1.43B to 1.5B.

Two Creeks Capital Management, LP is based out at New York, NY

Below you can find more details about Two Creeks Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.5 Billion
Consumer Cyclical: $625 Million
Technology: $346 Million
Financial Services: $293 Million
Healthcare: $91 Million
Energy: $80.4 Million
Communication Services: $64.9 Million
Basic Materials: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $1.5 Billion
  • Prior Value $1.43 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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