Two Creeks Capital Management as of March 31, 2022
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 15 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aspen Technology | 17.2 | $302M | 1.8M | 165.37 | |
| Visa Com Cl A (V) | 14.4 | $253M | 1.1M | 221.77 | |
| Floor & Decor Hldgs Cl A (FND) | 11.1 | $195M | 2.4M | 81.00 | |
| Adobe Systems Incorporated (ADBE) | 9.0 | $158M | 348k | 455.62 | |
| Lowe's Companies (LOW) | 8.8 | $155M | 764k | 202.19 | |
| Hdfc Bank Sponsored Ads (HDB) | 8.1 | $143M | 2.3M | 61.33 | |
| Clarivate Ord Shs (CLVT) | 5.2 | $92M | 5.5M | 16.76 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $84M | 30k | 2792.98 | |
| Ptc (PTC) | 4.5 | $78M | 726k | 107.72 | |
| Amazon (AMZN) | 3.9 | $69M | 21k | 3259.97 | |
| Berry Plastics (BERY) | 3.7 | $65M | 1.1M | 57.96 | |
| XP Cl A (XP) | 3.3 | $58M | 1.9M | 30.10 | |
| Sotera Health (SHC) | 2.9 | $51M | 2.4M | 21.66 | |
| Liberty Latin America Com Cl C (LILAK) | 2.8 | $48M | 5.0M | 9.59 | |
| Liberty Latin America Com Cl A (LILA) | 0.1 | $2.1M | 220k | 9.70 |
