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

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

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 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 |

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