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Institutional Investment Manager
Two Creeks Capital Management, LP
Two Creeks Capital Management, LP (CIK: 0001606430) incorporated in Delaware, located at 40 West 57th Street, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Portfolio Summary: 11 holdings with a total value of $1,511,441,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 HOME DEPOT INC 2,296,891 293,290,000 19.40%
2 VISA INC 3,285,971 243,720,000 16.13%
3 O REILLY AUTOMOTIVE INC NEW 623,335 168,986,000 11.18%
4 PIONEER NAT RES CO 1,087,314 164,413,000 10.88%
5 ZOETIS INC 3,363,727 159,642,000 10.56%
6 LOWES COS INC 1,958,883 155,085,000 10.26%
7 HDFC BANK LTD 2,216,536 147,067,000 9.73%
8 ASPEN TECHNOLOGY INC 2,063,568 83,038,000 5.49%
9 EQT CORP 630,238 48,799,000 3.23%
10 RICE ENERGY INC 1,272,500 28,046,000 1.86%
11 ANTERO RESOURCE CORP 745,000 19,355,000 1.28%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003841, filed 2016.08.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.