$1.23 Billion is the total value of Two Creeks Capital Management, LP's 17 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISA INC | 36 | Q3 2023 | 22.2% |
| HDFC BANK LTD | 36 | Q3 2023 | 15.3% |
| LOWES COS INC | 34 | Q3 2023 | 13.0% |
| ASPEN TECHNOLOGY INC | 28 | Q1 2022 | 17.2% |
| ADOBE SYSTEMS INCORPORATED | 22 | Q3 2023 | 11.7% |
| ALPHABET INC | 20 | Q3 2023 | 7.3% |
| FLOOR & DECOR HLDGS INC | 19 | Q3 2023 | 15.4% |
| CONSTELLATION BRANDS INC | 19 | Q4 2021 | 8.1% |
| LIBERTY LATIN AMERICA LTD | 18 | Q2 2022 | 5.5% |
| LIBERTY LATIN AMERICA LTD | 18 | Q2 2022 | 0.6% |
View Two Creeks Capital Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Two Creeks Capital Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.