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	$178,468 15.31% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER GRAB TYL 3 stocks	$165,755 14.22% of portfolio	2	1	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML ENTG 2 stocks	$136,210 11.69% of portfolio	2	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG WING 2 stocks	$135,073 11.59% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$130,600 11.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT CHK 2 stocks	$88,324 7.58% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials MIR 1 stocks	$83,707 7.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$59,914 5.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$56,886 4.88% of portfolio	1	-	-	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical CPNG 1 stocks	$53,351 4.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$40,148 3.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB IBN 2 stocks	$28,651 2.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials RTO 1 stocks	$8,551 0.73% 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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