Two Creeks Capital Management as of June 30, 2021
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 16 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 13.8 | $242M | 1.0M | 233.82 | |
| Floor & Decor Hldgs Cl A (FND) | 13.5 | $237M | 2.2M | 105.70 | |
| Hdfc Bank Sponsored Ads (HDB) | 13.2 | $232M | 3.2M | 73.12 | |
| Lowe's Companies (LOW) | 9.6 | $168M | 866k | 193.97 | |
| Adobe Systems Incorporated (ADBE) | 7.6 | $134M | 228k | 585.64 | |
| Berry Plastics (BERY) | 5.4 | $94M | 1.4M | 65.22 | |
| Constellation Brands Cl A (STZ) | 5.4 | $94M | 403k | 233.89 | |
| Liberty Latin America Com Cl C (LILAK) | 5.2 | $91M | 6.5M | 14.10 | |
| Verisign (VRSN) | 4.5 | $78M | 344k | 227.69 | |
| Aspen Technology | 4.4 | $77M | 562k | 137.54 | |
| Ptc (PTC) | 4.4 | $77M | 547k | 141.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $75M | 30k | 2506.33 | |
| Clarivate Ord Shs (CLVT) | 3.2 | $57M | 2.1M | 27.53 | |
| XP Cl A (XP) | 2.9 | $51M | 1.2M | 43.55 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 2.4 | $43M | 912k | 47.19 | |
| Liberty Latin America Com Cl A (LILA) | 0.4 | $6.3M | 451k | 13.86 |
