Two Creeks Capital Management as of Dec. 31, 2018
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 18 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 13.9 | $206M | 1.6M | 131.94 | |
| Lowe's Companies (LOW) | 10.2 | $151M | 1.6M | 92.36 | |
| Adobe Systems Incorporated (ADBE) | 8.4 | $124M | 548k | 226.24 | |
| Constellation Brands (STZ) | 7.3 | $108M | 674k | 160.82 | |
| HDFC Bank (HDB) | 7.2 | $107M | 1.0M | 103.59 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 6.8 | $101M | 1.9M | 52.30 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 6.3 | $93M | 379k | 244.84 | |
| Aspen Technology | 6.1 | $91M | 1.1M | 82.18 | |
| Alphabet Inc Class C cs (GOOG) | 6.0 | $88M | 85k | 1035.61 | |
| Pioneer Natural Resources (PXD) | 5.8 | $86M | 656k | 131.52 | |
| Ecolab (ECL) | 5.5 | $81M | 548k | 147.35 | |
| Tyler Technologies (TYL) | 5.1 | $75M | 403k | 185.82 | |
| Diamondback Energy (FANG) | 3.6 | $53M | 573k | 92.70 | |
| ICICI Bank (IBN) | 3.6 | $53M | 5.1M | 10.29 | |
| Liberty Latin America Ser C (LILAK) | 2.6 | $38M | 2.6M | 14.57 | |
| Lamb Weston Hldgs (LW) | 0.6 | $8.3M | 112k | 73.56 | |
| Despegar Com Corp ord (DESP) | 0.6 | $8.1M | 650k | 12.41 | |
| Liberty Latin America (LILA) | 0.5 | $7.1M | 488k | 14.48 |
