Two Creeks Capital Management as of Dec. 31, 2014
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 12 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Home Depot (HD) | 28.0 | $235M | 2.2M | 104.97 | |
Google Inc Class C | 13.5 | $113M | 215k | 526.40 | |
Visa (V) | 12.1 | $101M | 387k | 262.20 | |
Lowe's Companies (LOW) | 9.2 | $77M | 1.1M | 68.80 | |
HDFC Bank (HDB) | 8.5 | $71M | 1.4M | 50.75 | |
MasterCard Incorporated (MA) | 6.0 | $50M | 579k | 86.16 | |
Alibaba Group Holding (BABA) | 5.1 | $43M | 410k | 103.94 | |
American International (AIG) | 4.8 | $40M | 721k | 56.01 | |
AutoZone (AZO) | 4.8 | $40M | 65k | 619.12 | |
Plains Gp Hldgs L P shs a rep ltpn | 4.2 | $36M | 1.4M | 25.68 | |
Pilgrim's Pride Corporation (PPC) | 3.4 | $28M | 867k | 32.79 | |
Grupo Aval Acciones Y Valore (AVAL) | 0.5 | $4.2M | 402k | 10.39 |