Two Creeks Capital Management, LP Portfolio Holdings by Sector

Two Creeks Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Home Improvement Retail \| Consumer Cyclical FND LOW 2 stocks	$330,482 23.05% of portfolio	2	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$243,805 17.0% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML KLAC 2 stocks	$114,804 8.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$105,026 7.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$99,468 6.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG 1 stocks	$97,699 6.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB IBN 2 stocks	$97,322 6.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology AZPN TYL 2 stocks	$87,252 6.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ADBE 1 stocks	$83,119 5.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG 1 stocks	$67,915 4.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$57,254 3.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$49,795 3.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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