Two Creeks Capital Management as of June 30, 2016
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 11 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Home Depot (HD) | 19.4 | $293M | 2.3M | 127.69 | |
| Visa (V) | 16.1 | $244M | 3.3M | 74.17 | |
| O'reilly Automotive (ORLY) | 11.2 | $169M | 623k | 271.10 | |
| Pioneer Natural Resources (PXD) | 10.9 | $164M | 1.1M | 151.21 | |
| Zoetis Inc Cl A (ZTS) | 10.6 | $160M | 3.4M | 47.46 | |
| Lowe's Companies (LOW) | 10.3 | $155M | 2.0M | 79.17 | |
| HDFC Bank (HDB) | 9.7 | $147M | 2.2M | 66.35 | |
| Aspen Technology | 5.5 | $83M | 2.1M | 40.24 | |
| EQT Corporation (EQT) | 3.2 | $49M | 630k | 77.43 | |
| Rice Energy | 1.9 | $28M | 1.3M | 22.04 | |
| Antero Res (AR) | 1.3 | $19M | 745k | 25.98 |
