Two Creeks Capital Management as of March 31, 2015
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 13 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Home Depot (HD) | 26.0 | $238M | 2.1M | 113.61 | |
| Visa Com Cl A (V) | 11.0 | $101M | 1.5M | 65.41 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 10.8 | $99M | 1.7M | 58.89 | |
| Google CL C | 10.8 | $99M | 180k | 548.00 | |
| Lowe's Companies (LOW) | 9.6 | $88M | 1.2M | 74.39 | |
| Mastercard Cl A (MA) | 6.1 | $56M | 643k | 86.39 | |
| AutoZone (AZO) | 4.8 | $44M | 65k | 682.16 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.6 | $42M | 508k | 83.24 | |
| Yahoo! | 4.4 | $41M | 913k | 44.44 | |
| American Intl Group Com New (AIG) | 4.3 | $40M | 721k | 54.79 | |
| Plains Gp Hldgs Shs A Rep Ltpn | 3.8 | $35M | 1.2M | 28.37 | |
| United Rentals (URI) | 2.8 | $26M | 280k | 91.16 | |
| Trinet (TNET) | 0.9 | $8.4M | 239k | 35.23 |
