Two Creeks Capital Management as of June 30, 2017
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 17 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 15.8 | $259M | 2.8M | 93.78 | |
| Home Depot (HD) | 13.0 | $214M | 1.4M | 153.40 | |
| Starbucks Corporation (SBUX) | 11.0 | $181M | 3.1M | 58.31 | |
| Pioneer Natural Resources (PXD) | 9.6 | $157M | 985k | 159.58 | |
| Constellation Brands (STZ) | 6.7 | $110M | 570k | 193.73 | |
| HDFC Bank (HDB) | 6.5 | $107M | 1.2M | 86.97 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 6.3 | $103M | 1.6M | 62.54 | |
| Aspen Technology | 5.1 | $84M | 1.5M | 55.26 | |
| Union Pacific Corporation (UNP) | 4.7 | $78M | 713k | 108.91 | |
| Rsp Permian | 4.4 | $72M | 2.2M | 32.27 | |
| Tyler Technologies (TYL) | 3.4 | $56M | 321k | 175.67 | |
| Zoetis Inc Cl A (ZTS) | 3.3 | $54M | 862k | 62.38 | |
| Lowe's Companies (LOW) | 3.1 | $51M | 654k | 77.53 | |
| Diamondback Energy (FANG) | 2.5 | $40M | 455k | 88.81 | |
| O'reilly Automotive (ORLY) | 2.2 | $36M | 165k | 218.74 | |
| Weatherford Intl Plc ord | 1.7 | $28M | 7.2M | 3.87 | |
| Keane | 0.8 | $13M | 800k | 16.00 |
