Two Creeks Capital Management, LP - Q4 2015 holdings

$1.22 Billion is the total value of Two Creeks Capital Management, LP's 10 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 0.0% .

 Value Shares↓ Weighting
V  VISA INC$243,818,000
+11.3%
3,144,0120.0%20.02%
-9.7%
IMS  IMS HEALTH HLDGS INC$85,141,000
-12.5%
3,342,7810.0%6.99%
-29.0%
AIG  AMERICAN INTL GROUP INC$69,185,000
+9.1%
1,116,4200.0%5.68%
-11.5%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2016-02-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VISA INC36Q3 202322.2%
HDFC BANK LTD36Q3 202315.3%
LOWES COS INC34Q3 202313.0%
ASPEN TECHNOLOGY INC28Q1 202217.2%
ADOBE SYSTEMS INCORPORATED22Q3 202311.7%
ALPHABET INC20Q3 20237.3%
FLOOR & DECOR HLDGS INC19Q3 202315.4%
CONSTELLATION BRANDS INC19Q4 20218.1%
LIBERTY LATIN AMERICA LTD18Q2 20225.5%
LIBERTY LATIN AMERICA LTD18Q2 20220.6%

View Two Creeks Capital Management, LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-15
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14

View Two Creeks Capital Management, LP's complete filings history.

Compare quarters

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