Two Creeks Capital Management as of March 31, 2017
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 16 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 14.9 | $245M | 2.8M | 88.87 | |
| Starbucks Corporation (SBUX) | 12.5 | $206M | 3.5M | 58.39 | |
| Pioneer Natural Resources (PXD) | 11.7 | $193M | 1.0M | 186.23 | |
| Home Depot (HD) | 10.7 | $177M | 1.2M | 146.83 | |
| HDFC Bank (HDB) | 9.9 | $164M | 2.2M | 75.22 | |
| Zoetis Inc Cl A (ZTS) | 7.2 | $120M | 2.2M | 53.37 | |
| Synchrony Financial (SYF) | 6.3 | $104M | 3.0M | 34.30 | |
| Aspen Technology | 6.0 | $99M | 1.7M | 58.92 | |
| O'reilly Automotive (ORLY) | 4.7 | $77M | 285k | 269.84 | |
| Rsp Permian | 3.7 | $61M | 1.5M | 41.43 | |
| Weatherford Intl Plc ord | 2.7 | $45M | 6.8M | 6.65 | |
| Tyler Technologies (TYL) | 2.4 | $39M | 253k | 154.56 | |
| Lowe's Companies (LOW) | 2.3 | $39M | 469k | 82.21 | |
| Ally Financial (ALLY) | 2.3 | $38M | 1.9M | 20.33 | |
| Diamondback Energy (FANG) | 1.9 | $32M | 306k | 103.71 | |
| Keane | 0.7 | $11M | 800k | 14.30 |
