Two Creeks Capital Management as of Dec. 31, 2022
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 16.2 | $228M | 1.1M | 207.76 | |
| Hdfc Bank Sponsored Ads (HDB) | 13.4 | $188M | 2.8M | 68.41 | |
| Lowe's Companies (LOW) | 13.0 | $182M | 915k | 199.24 | |
| Floor & Decor Hldgs Cl A (FND) | 12.1 | $169M | 2.4M | 69.63 | |
| Verisign (VRSN) | 9.1 | $127M | 619k | 205.44 | |
| Adobe Systems Incorporated (ADBE) | 8.1 | $114M | 339k | 336.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $81M | 909k | 88.73 | |
| Domino's Pizza (DPZ) | 4.9 | $69M | 198k | 346.40 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.8 | $54M | 99k | 546.40 | |
| Clarivate Ord Shs (CLVT) | 3.4 | $48M | 5.7M | 8.34 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $46M | 133k | 347.73 | |
| Berry Plastics (BERY) | 3.0 | $43M | 705k | 60.43 | |
| XP Cl A (XP) | 2.3 | $32M | 2.1M | 15.34 | |
| Aspen Technology (AZPN) | 1.6 | $22M | 108k | 205.40 |
