Two Creeks Capital Management as of June 30, 2022
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 15.5 | $226M | 1.1M | 196.89 | |
| Adobe Systems Incorporated (ADBE) | 11.7 | $171M | 466k | 366.06 | |
| Floor & Decor Hldgs Cl A (FND) | 10.5 | $152M | 2.4M | 62.96 | |
| Lowe's Companies (LOW) | 10.3 | $149M | 855k | 174.67 | |
| Hdfc Bank Sponsored Ads (HDB) | 8.5 | $123M | 2.2M | 54.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.3 | $107M | 49k | 2187.45 | |
| Aspen Technology (AZPN) | 6.9 | $101M | 547k | 183.68 | |
| Verisign (VRSN) | 6.9 | $100M | 596k | 167.33 | |
| Clarivate Ord Shs (CLVT) | 5.8 | $85M | 6.1M | 13.86 | |
| Berry Plastics (BERY) | 4.2 | $61M | 1.1M | 54.64 | |
| Ptc (PTC) | 2.7 | $39M | 363k | 106.34 | |
| Amazon (AMZN) | 2.5 | $37M | 347k | 106.21 | |
| Sotera Health (SHC) | 2.5 | $37M | 1.9M | 19.59 | |
| XP Cl A (XP) | 2.4 | $34M | 1.9M | 17.96 | |
| Liberty Latin America Com Cl C (LILAK) | 2.3 | $34M | 4.4M | 7.79 | |
| Liberty Latin America Com Cl A (LILA) | 0.1 | $1.3M | 161k | 7.80 |
