Two Creeks Capital Management as of Dec. 31, 2017
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 23 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 13.3 | $248M | 2.2M | 114.02 | |
| Starbucks Corporation (SBUX) | 9.1 | $169M | 2.9M | 57.43 | |
| Constellation Brands (STZ) | 7.8 | $146M | 637k | 228.57 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 7.0 | $132M | 2.1M | 61.48 | |
| Pioneer Natural Resources (PXD) | 5.8 | $109M | 630k | 172.85 | |
| Tyler Technologies (TYL) | 5.6 | $104M | 589k | 177.05 | |
| Union Pacific Corporation (UNP) | 5.4 | $100M | 748k | 134.10 | |
| HDFC Bank (HDB) | 5.1 | $95M | 939k | 101.67 | |
| Rsp Permian | 4.8 | $91M | 2.2M | 40.68 | |
| Aspen Technology | 4.0 | $75M | 1.1M | 66.20 | |
| Diamondback Energy (FANG) | 4.0 | $75M | 597k | 126.25 | |
| Ecolab (ECL) | 4.0 | $74M | 552k | 134.18 | |
| Weatherford Intl Plc ord | 3.7 | $70M | 17M | 4.17 | |
| Verisk Analytics (VRSK) | 3.7 | $69M | 713k | 96.00 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.4 | $64M | 288k | 223.66 | |
| Lamb Weston Hldgs (LW) | 3.1 | $57M | 1.0M | 56.45 | |
| Liberty Global | 2.8 | $52M | 2.6M | 19.89 | |
| Lowe's Companies (LOW) | 2.5 | $48M | 512k | 92.94 | |
| Home Depot (HD) | 2.2 | $40M | 213k | 189.53 | |
| Despegar Com Corp ord (DESP) | 1.0 | $18M | 650k | 27.48 | |
| Vulcan Materials Company (VMC) | 0.8 | $14M | 112k | 128.37 | |
| Martin Marietta Materials (MLM) | 0.5 | $9.8M | 44k | 221.03 | |
| Liberty Global | 0.5 | $9.6M | 477k | 20.15 |
