Two Creeks Capital Management as of Sept. 30, 2019
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 20 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 10.5 | $161M | 936k | 172.01 | |
| HDFC Bank (HDB) | 10.4 | $160M | 2.8M | 57.05 | |
| Adobe Systems Incorporated (ADBE) | 9.8 | $150M | 541k | 276.25 | |
| Floor & Decor Hldgs Inc cl a (FND) | 7.3 | $112M | 2.2M | 51.15 | |
| Lowe's Companies (LOW) | 7.2 | $111M | 1.0M | 109.96 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 6.8 | $105M | 1.5M | 71.14 | |
| Aspen Technology | 5.9 | $90M | 732k | 123.08 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 5.7 | $87M | 346k | 250.65 | |
| ICICI Bank (IBN) | 5.5 | $84M | 6.9M | 12.18 | |
| Constellation Brands (STZ) | 5.4 | $83M | 402k | 207.28 | |
| Alphabet Inc Class C cs (GOOG) | 5.3 | $81M | 67k | 1219.00 | |
| Tyler Technologies (TYL) | 4.2 | $64M | 242k | 262.50 | |
| Berry Plastics (BERY) | 3.6 | $56M | 1.4M | 39.27 | |
| Domino's Pizza (DPZ) | 3.4 | $52M | 214k | 244.59 | |
| Lamb Weston Hldgs (LW) | 3.1 | $47M | 644k | 72.72 | |
| Liberty Latin America Ser C (LILAK) | 2.9 | $45M | 2.6M | 17.10 | |
| Spirit AeroSystems Holdings (SPR) | 1.7 | $27M | 325k | 82.24 | |
| Liberty Latin America (LILA) | 0.5 | $8.3M | 488k | 17.07 | |
| Despegar Com Corp ord (DESP) | 0.5 | $7.4M | 650k | 11.32 | |
| Diamondback Energy (FANG) | 0.1 | $710k | 7.9k | 89.87 |
