Two Creeks Capital Management as of Sept. 30, 2015
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 10 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Home Depot (HD) | 25.4 | $251M | 2.2M | 115.49 | |
Visa (V) | 22.2 | $219M | 3.1M | 69.66 | |
HDFC Bank (HDB) | 11.2 | $111M | 1.8M | 61.09 | |
Ims Health Holdings | 9.8 | $97M | 3.3M | 29.10 | |
Lowe's Companies (LOW) | 9.7 | $95M | 1.4M | 68.92 | |
American International (AIG) | 6.4 | $63M | 1.1M | 56.82 | |
Union Pacific Corporation (UNP) | 5.4 | $53M | 604k | 88.41 | |
Williams Companies (WMB) | 4.4 | $44M | 1.2M | 36.85 | |
Aspen Technology | 2.8 | $27M | 719k | 37.91 | |
United Rentals (URI) | 2.7 | $27M | 450k | 60.05 |