Two Creeks Capital Management

Latest statistics and disclosures from Two Creeks Capital Management's latest quarterly 13F-HR filing:

Companies in the Two Creeks Capital Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Visa (V) 16.27 2.72M 105.24
Starbucks Corporation (SBUX) 10.76 3.52M +13% 53.71
Pioneer Natural Resources (PXD) 8.19 975770 147.54
Constellation Brands (STZ) 8.06 710379 +24% 199.45
Home Depot (HD) 7.49 805843 -42% 163.56
Restaurant Brands Intl Inc Com equity / large cap 6.61 1.82M +10% 63.88
Aspen Technology (AZPN) 5.41 1.51M 62.81
Tyler Technologies (TYL) 5.34 539242 +68% 174.32
HDFC Bank (HDB) 5.14 938626 -23% 96.37
Rsp Permian 4.38 2.23M 34.59
Union Pacific Corporation (UNP) 4.36 661936 -7% 115.97
Ecolab (ECL) 3.62 494622 NEW 128.61
Liberty Global 3.30 2.49M NEW 23.30
Diamondback Energy 2.53 454530 97.96
Lamb Weston Hldgs 2.20 823445 NEW 46.89
Weatherford Intl Plc ord shs 1.88 7.20M 4.58
Despegar Com Corp ord shs 1.18 650350 NEW 32.00
Lowe's Companies (LOW) 1.14 250000 -61% 79.94
Liberty Global 0.85 628776 NEW 23.76
Vulcan Materials Company (VMC) 0.76 111892 NEW 119.60
Martin Marietta Materials (MLM) 0.52 44423 NEW 206.22

Past 13F-HR SEC Filings by Two Creeks Capital Management

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