Two Creeks Capital Management as of Dec. 31, 2021
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 17 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 13.3 | $260M | 1.2M | 216.71 | |
| Floor & Decor Hldgs Cl A (FND) | 13.0 | $254M | 2.0M | 130.01 | |
| Hdfc Bank Sponsored Ads (HDB) | 11.3 | $222M | 3.4M | 65.07 | |
| Lowe's Companies (LOW) | 8.7 | $170M | 658k | 258.48 | |
| Ptc (PTC) | 7.7 | $150M | 1.2M | 121.15 | |
| Aspen Technology | 7.1 | $140M | 918k | 152.20 | |
| Berry Plastics (BERY) | 5.2 | $101M | 1.4M | 73.78 | |
| Constellation Brands Cl A (STZ) | 4.5 | $89M | 354k | 250.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.4 | $87M | 30k | 2893.59 | |
| Clarivate Ord Shs (CLVT) | 4.4 | $86M | 3.7M | 23.52 | |
| Amazon (AMZN) | 3.8 | $75M | 23k | 3334.32 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $74M | 131k | 567.06 | |
| Liberty Latin America Com Cl C (LILAK) | 3.6 | $70M | 6.2M | 11.40 | |
| XP Cl A (XP) | 3.0 | $58M | 2.0M | 28.74 | |
| Sotera Health (SHC) | 3.0 | $58M | 2.5M | 23.55 | |
| Verisign (VRSN) | 2.9 | $57M | 224k | 253.82 | |
| Liberty Latin America Com Cl A (LILA) | 0.3 | $5.3M | 451k | 11.66 |
