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	$240,101 17.39% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$169,274 12.26% of portfolio	-	2	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG WING 2 stocks	$156,486 11.34% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT CHK 2 stocks	$127,980 9.27% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX ICLR 2 stocks	$115,688 8.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC ASML 2 stocks	$99,929 7.24% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ADBE 1 stocks	$80,619 5.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$78,022 5.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$73,564 5.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$67,199 4.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB IBN 2 stocks	$67,052 4.86% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG 1 stocks	$66,883 4.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM CRH.L 2 stocks	$37,529 2.72% of portfolio	1	1	1	-	0 Calls 0 Puts

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