Two Creeks Capital Management

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