Two Creeks Capital Management as of Sept. 30, 2022
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 13 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 14.0 | $194M | 1.1M | 177.65 | |
| Floor & Decor Hldgs Cl A (FND) | 12.7 | $176M | 2.5M | 70.26 | |
| Lowe's Companies (LOW) | 12.4 | $172M | 916k | 187.81 | |
| Adobe Systems Incorporated (ADBE) | 11.4 | $158M | 573k | 275.20 | |
| Hdfc Bank Sponsored Ads (HDB) | 10.5 | $145M | 2.5M | 58.42 | |
| Verisign (VRSN) | 8.7 | $120M | 690k | 173.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.8 | $94M | 975k | 96.15 | |
| Clarivate Ord Shs (CLVT) | 4.9 | $68M | 7.2M | 9.39 | |
| Berry Plastics (BERY) | 4.3 | $60M | 1.3M | 46.53 | |
| Aspen Technology (AZPN) | 4.3 | $60M | 252k | 238.20 | |
| XP Cl A (XP) | 4.3 | $59M | 3.1M | 19.01 | |
| Amazon (AMZN) | 2.8 | $39M | 347k | 113.00 | |
| Mastercard Incorporated Cl A (MA) | 2.7 | $38M | 132k | 284.34 |
