Two Creeks Capital Management as of March 31, 2020
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 17 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| HDFC Bank (HDB) | 13.5 | $167M | 4.3M | 38.46 | |
| Aspen Technology | 10.2 | $126M | 1.3M | 95.07 | |
| Adobe Systems Incorporated (ADBE) | 10.2 | $126M | 395k | 318.24 | |
| Visa (V) | 10.1 | $125M | 773k | 161.12 | |
| Floor & Decor Hldgs Inc cl a (FND) | 7.8 | $96M | 3.0M | 32.09 | |
| Constellation Brands (STZ) | 7.6 | $93M | 649k | 143.36 | |
| Berry Plastics (BERY) | 6.6 | $82M | 2.4M | 33.71 | |
| Ptc (PTC) | 6.4 | $79M | 1.3M | 61.21 | |
| Alphabet Inc Class C cs (GOOG) | 5.8 | $72M | 62k | 1162.81 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 5.4 | $66M | 376k | 175.70 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.4 | $54M | 1.3M | 40.03 | |
| Lowe's Companies (LOW) | 4.2 | $52M | 604k | 86.05 | |
| ICICI Bank (IBN) | 2.6 | $32M | 3.7M | 8.50 | |
| Spirit AeroSystems Holdings (SPR) | 2.5 | $31M | 1.3M | 23.93 | |
| Liberty Latin America Ser C (LILAK) | 2.0 | $25M | 2.4M | 10.26 | |
| Despegar Com Corp ord (DESP) | 0.3 | $3.7M | 650k | 5.67 | |
| Liberty Latin America (LILA) | 0.3 | $3.6M | 347k | 10.52 |
