Two Creeks Capital Management as of Dec. 31, 2020
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 16 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hdfc Bank Sponsored Ads (HDB) | 14.4 | $263M | 3.6M | 72.26 | |
| Visa Com Cl A (V) | 12.4 | $227M | 1.0M | 218.73 | |
| Floor & Decor Hldgs Cl A (FND) | 9.9 | $182M | 2.0M | 92.85 | |
| Lowe's Companies (LOW) | 8.0 | $147M | 918k | 160.51 | |
| Popular Com New (BPOP) | 7.1 | $129M | 2.3M | 56.32 | |
| Aspen Technology | 7.0 | $129M | 989k | 130.25 | |
| Berry Plastics (BERY) | 6.1 | $111M | 2.0M | 56.19 | |
| Constellation Brands Cl A (STZ) | 5.8 | $106M | 485k | 219.05 | |
| Ptc (PTC) | 5.2 | $96M | 801k | 119.61 | |
| Adobe Systems Incorporated (ADBE) | 5.0 | $91M | 182k | 500.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $90M | 52k | 1751.88 | |
| Liberty Latin America Com Cl C (LILAK) | 4.1 | $76M | 6.8M | 11.09 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.8 | $69M | 241k | 287.16 | |
| Verisign (VRSN) | 3.3 | $60M | 276k | 216.40 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 2.7 | $50M | 1.3M | 39.09 | |
| Liberty Latin America Com Cl A (LILA) | 0.3 | $5.0M | 451k | 11.13 |
