Two Creeks Capital Management as of March 31, 2019
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 19 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 13.8 | $204M | 1.3M | 156.20 | |
| Lowe's Companies (LOW) | 9.4 | $139M | 1.3M | 109.47 | |
| Adobe Systems Incorporated (ADBE) | 8.7 | $129M | 483k | 266.49 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 8.5 | $126M | 1.9M | 65.11 | |
| HDFC Bank (HDB) | 8.1 | $120M | 1.0M | 115.91 | |
| Tyler Technologies (TYL) | 6.9 | $102M | 497k | 204.40 | |
| Lamb Weston Hldgs (LW) | 6.8 | $100M | 1.3M | 74.94 | |
| Aspen Technology | 6.4 | $95M | 908k | 104.26 | |
| Alphabet Inc Class C cs (GOOG) | 6.3 | $94M | 80k | 1173.31 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 5.5 | $81M | 232k | 348.73 | |
| Constellation Brands (STZ) | 4.8 | $72M | 408k | 175.33 | |
| ICICI Bank (IBN) | 4.0 | $59M | 5.1M | 11.46 | |
| Liberty Latin America Ser C (LILAK) | 3.5 | $51M | 2.6M | 19.45 | |
| Floor & Decor Hldgs Inc cl a (FND) | 3.4 | $50M | 1.2M | 41.22 | |
| Pioneer Natural Resources (PXD) | 1.1 | $16M | 102k | 152.28 | |
| Diamondback Energy (FANG) | 0.9 | $14M | 136k | 101.53 | |
| Ecolab (ECL) | 0.9 | $13M | 74k | 176.54 | |
| Despegar Com Corp ord (DESP) | 0.7 | $9.7M | 650k | 14.90 | |
| Liberty Latin America (LILA) | 0.6 | $9.4M | 488k | 19.34 |
