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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 (2016Q3)
Portfolio Summary: 11 holdings with a total value of $1,630,253,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 HOME DEPOT INC 2,042,565 262,837,000 16.12%
2 PIONEER NAT RES CO 1,377,439 255,722,000 15.69%
3 VISA INC 3,018,896 249,663,000 15.31%
4 HDFC BANK LTD 2,125,404 152,795,000 9.37%
5 LOWES COS INC 1,983,053 143,196,000 8.78%
6 ZOETIS INC 2,513,832 130,744,000 8.02%
7 O REILLY AUTOMOTIVE INC NEW 355,603 99,608,000 6.11%
8 ASPEN TECHNOLOGY INC 2,063,568 96,554,000 5.92%
9 WILLIAMS COS INC DEL 3,101,450 95,308,000 5.85%
10 TEMPUR SEALY INTL INC COM 1,434,169 81,375,000 4.99%
11 STARBUCKS CORP 1,153,503 62,451,000 3.83%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004230, filed 2016.11.14).

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.