Two Creeks Capital Management

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