HoldingsChannel.com
Two Creeks Capital Management LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
HDFC BANK LTD 4,335,874 +1,655,229 $166,758
     HDB4,335,874+1,655,229$166,758
ASPEN TECHNOLOGY INC 1,326,280 +401,687 $126,089
     AZPN1,326,280+401,687$126,089
ADOBE INC 394,577 -36,349 $125,570
     ADBE394,577-36,349$125,570
VISA INC 772,605 +19,730 $124,482
     V772,605+19,730$124,482
FLOOR & DECOR HLDGS INC 3,003,163 +166,282 $96,372
     FND3,003,163+166,282$96,372
CONSTELLATION BRANDS INC 648,618 +247,032 $92,986
     STZ648,618+247,032$92,986
BERRY GLOBAL GROUP INC 2,426,981 +818,981 $81,814
     BERY2,426,981+818,981$81,814
PTC INC 1,284,903 +1,284,903 $78,649
     PTC1,284,903+1,284,903$78,649
ALPHABET INC 61,693 +11,920 $71,737
     GOOG61,693+11,920$71,737
ULTA BEAUTY INC 376,361 +30,486 $66,127
     ULTA376,361+30,486$66,127
RESTAURANT BRANDS INTL INC 1,347,174 -123,800 $53,927
     QSR1,347,174-123,800$53,927
LOWES COS INC 604,154 -378,897 $51,987
     LOW604,154-378,897$51,987
ICICI BANK LIMITED 3,705,369 -1,536,955 $31,496
     IBN3,705,369-1,536,955$31,496
SPIRIT AEROSYSTEMS HLDGS INC 1,288,502 +598,776 $30,834
     SPR1,288,502+598,776$30,834
LIBERTY LATIN AMERICA LTD 2,394,628 UNCH $24,569
     LILAK2,394,628UNCH$24,569
DESPEGAR COM CORP 650,350 UNCH $3,687
     DESP650,350UNCH$3,687

See Full List: All Stocks Held By Two Creeks Capital Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Two Creeks Capital Management LP

Size ($ in 1000's)
At 03/31/2020: $1,230,732
At 12/31/2019: $1,548,148

Two Creeks Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Two Creeks Capital Management LP 13F filings. Link to 13F filings: SEC filings

Two Creeks Capital Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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