Two Creeks Capital Management as of Sept. 30, 2016
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 11 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Home Depot (HD) | 16.1 | $263M | 2.0M | 128.68 | |
| Pioneer Natural Resources (PXD) | 15.7 | $256M | 1.4M | 185.65 | |
| Visa (V) | 15.3 | $250M | 3.0M | 82.70 | |
| HDFC Bank (HDB) | 9.4 | $153M | 2.1M | 71.89 | |
| Lowe's Companies (LOW) | 8.8 | $143M | 2.0M | 72.21 | |
| Zoetis Inc Cl A (ZTS) | 8.0 | $131M | 2.5M | 52.01 | |
| O'reilly Automotive (ORLY) | 6.1 | $100M | 356k | 280.11 | |
| Aspen Technology | 5.9 | $97M | 2.1M | 46.79 | |
| Williams Companies (WMB) | 5.8 | $95M | 3.1M | 30.73 | |
| Tempur-Pedic International (TPX) | 5.0 | $81M | 1.4M | 56.74 | |
| Starbucks Corporation (SBUX) | 3.8 | $63M | 1.2M | 54.14 |
