Two Creeks Capital Management as of March 31, 2016
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 11 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Home Depot (HD) | 21.7 | $253M | 1.9M | 133.43 | |
| Visa (V) | 21.6 | $251M | 3.3M | 76.48 | |
| Lowe's Companies (LOW) | 12.8 | $148M | 2.0M | 75.75 | |
| HDFC Bank (HDB) | 11.7 | $136M | 2.2M | 61.63 | |
| Zoetis Inc Cl A (ZTS) | 10.6 | $123M | 2.8M | 44.33 | |
| Aspen Technology | 6.5 | $76M | 2.1M | 36.13 | |
| Ims Health Holdings | 4.8 | $56M | 2.1M | 26.55 | |
| Pioneer Natural Resources (PXD) | 4.4 | $51M | 360k | 140.74 | |
| Sherwin-Williams Company (SHW) | 2.6 | $30M | 105k | 284.67 | |
| Tempur-Pedic International (TPX) | 1.8 | $21M | 347k | 60.79 | |
| EQT Corporation (EQT) | 1.5 | $17M | 253k | 67.26 |
