Two Creeks Capital Management as of Dec. 31, 2019
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 20 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| HDFC Bank (HDB) | 11.0 | $170M | 2.7M | 63.37 | |
| Floor & Decor Hldgs Inc cl a (FND) | 9.3 | $144M | 2.8M | 50.81 | |
| Adobe Systems Incorporated (ADBE) | 9.2 | $142M | 431k | 329.81 | |
| Visa (V) | 9.1 | $142M | 753k | 187.90 | |
| Lowe's Companies (LOW) | 7.6 | $118M | 983k | 119.76 | |
| Aspen Technology | 7.2 | $112M | 925k | 120.93 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 6.1 | $94M | 1.5M | 63.77 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 5.7 | $88M | 346k | 253.14 | |
| ICICI Bank (IBN) | 5.1 | $79M | 5.2M | 15.09 | |
| Berry Plastics (BERY) | 4.9 | $76M | 1.6M | 47.49 | |
| Constellation Brands (STZ) | 4.9 | $76M | 402k | 189.75 | |
| Alphabet Inc Class C cs (GOOG) | 4.3 | $67M | 50k | 1337.01 | |
| Domino's Pizza (DPZ) | 4.1 | $63M | 214k | 293.78 | |
| Spirit AeroSystems Holdings (SPR) | 3.2 | $50M | 690k | 72.88 | |
| Liberty Latin America Ser C (LILAK) | 3.0 | $47M | 2.4M | 19.46 | |
| Tyler Technologies (TYL) | 2.1 | $33M | 109k | 300.02 | |
| Mattel (MAT) | 2.1 | $33M | 2.4M | 13.55 | |
| Despegar Com Corp ord (DESP) | 0.6 | $8.8M | 650k | 13.48 | |
| Liberty Latin America (LILA) | 0.4 | $6.7M | 347k | 19.30 | |
| Diamondback Energy (FANG) | 0.1 | $734k | 7.9k | 92.91 |
