Two Creeks Capital Management as of June 30, 2015
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 15 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Home Depot (HD) | 23.8 | $241M | 2.2M | 111.13 | |
| Visa Com Cl A (V) | 10.3 | $104M | 1.5M | 67.15 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 9.2 | $94M | 1.5M | 60.53 | |
| Lowe's Companies (LOW) | 7.8 | $79M | 1.2M | 66.97 | |
| Google CL C | 7.8 | $79M | 151k | 520.51 | |
| American Intl Group Com New (AIG) | 6.8 | $69M | 1.1M | 61.82 | |
| Mastercard Cl A (MA) | 5.9 | $60M | 643k | 93.48 | |
| Union Pacific Corporation (UNP) | 5.7 | $58M | 604k | 95.37 | |
| United Rentals (URI) | 3.9 | $40M | 450k | 87.62 | |
| Plains Gp Hldgs Shs A Rep Ltpn | 3.8 | $38M | 1.5M | 25.84 | |
| Trinet (TNET) | 3.7 | $38M | 1.5M | 25.35 | |
| Ims Health Holdings | 3.4 | $35M | 1.1M | 30.65 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.0 | $30M | 367k | 82.27 | |
| Yahoo! | 2.7 | $28M | 703k | 39.29 | |
| Aspen Technology | 2.1 | $21M | 470k | 45.55 |
