News + Filings Holdings
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Two Creeks Capital Management, LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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ASPEN TECHNOLOGY INC
| AZPN | Common | 0 | -1,824,499 | 0 | -301,717,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
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TEMPUR SEALY INTERNATIONAL, INC.
| TPX | Common | 0 | -1,619,163 | 0 | -110,556,000 | 0.00 | 0.00 |
Hist
| 03/31/2017 |
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HDFC BANK LTD
| HDB | Common | 0 | -1,034,824 | 0 | -107,197,000 | 0.00 | 0.00 |
Hist
| 03/31/2019 |
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Synchrony Financial
| SYF | COM | 0 | -3,035,868 | 0 | -104,130,000 | 0.00 | 0.00 |
Hist
| 06/30/2017 |
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WILLIAMS COMPANIES, INC.
| WMB | Common | 0 | -3,101,450 | 0 | -95,308,000 | 0.00 | 0.00 |
Hist
| 12/31/2016 |
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UNION PACIFIC CORP
| UNP | Common | 0 | -633,006 | 0 | -89,684,000 | 0.00 | 0.00 |
Hist
| 09/30/2018 |
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CONSTELLATION BRANDS, INC.
| STZ | CL A | 0 | -354,053 | 0 | -88,857,000 | 0.00 | 0.00 |
Hist
| 03/31/2022 |
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Verisk Analytics, Inc.
| VRSK | Common | 0 | -720,590 | 0 | -86,867,000 | 0.00 | 0.00 |
Hist
| 12/31/2018 |
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Ulta Beauty, Inc.
| ULTA | Common | 0 | -240,823 | 0 | -69,155,000 | 0.00 | 0.00 |
Hist
| 03/31/2021 |
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Restaurant Brands International Inc.
| QSR | COM | 0 | -1,195,357 | 0 | -68,745,000 | 0.00 | 0.00 |
Hist
| 12/31/2020 |
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STARBUCKS CORP
| SBUX | OPTIONS - CALLS | 0 | -1,056,400 | 0 | -60,046,000 | 0.00 | 0.00 |
Hist
| 12/31/2018 |
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IMS Health Holdings, Inc.
| IMS | COM | 0 | -2,114,768 | 0 | -56,147,000 | 0.00 | 0.00 |
Hist
| 06/30/2016 |
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Zoetis Inc.
| ZTS | COM | 0 | -861,989 | 0 | -53,771,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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STARBUCKS CORP
| SBUX | Common | 0 | -901,551 | 0 | -52,191,000 | 0.00 | 0.00 |
Hist
| 06/30/2018 |
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Liberty Global plc
| LILAK | LILAC SHS CL C | 0 | -2,606,169 | 0 | -51,837,000 | 0.00 | 0.00 |
Hist
| 03/31/2018 |
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Spirit AeroSystems Holdings, Inc.
| SPR | Cl A | 0 | -1,128,609 | 0 | -49,873,000 | 0.00 | 0.00 |
Hist
| 12/31/2021 |
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EQT Corp
| EQT | COM | 0 | -630,238 | 0 | -48,799,000 | 0.00 | 0.00 |
Hist
| 09/30/2016 |
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PIONEER NATURAL RESOURCES CO
| PXD | Common | 0 | -359,720 | 0 | -47,310,000 | 0.00 | 0.00 |
Hist
| 03/31/2019 |
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Lamb Weston Holdings, Inc.
| LW | COM | 0 | -643,658 | 0 | -46,807,000 | 0.00 | 0.00 |
Hist
| 12/31/2019 |
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RSP Permian, Inc.
| RSPP | COM | 0 | -1,011,914 | 0 | -44,544,000 | 0.00 | 0.00 |
Hist
| 09/30/2018 |
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HOME DEPOT, INC.
| HD | Common | 0 | -212,825 | 0 | -40,337,000 | 0.00 | 0.00 |
Hist
| 03/31/2018 |
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AMAZON COM INC
| AMZN | Common | 0 | -346,520 | 0 | -39,157,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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PTC INC.
| PTC | COM | 0 | -362,824 | 0 | -38,583,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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Ally Financial Inc.
| ALLY | Common | 0 | -1,880,128 | 0 | -38,223,000 | 0.00 | 0.00 |
Hist
| 06/30/2017 |
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Sotera Health Co
| SHC | COM | 0 | -1,864,094 | 0 | -36,518,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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O REILLY AUTOMOTIVE INC
| ORLY | COM | 0 | -164,676 | 0 | -36,021,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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Diamondback Energy, Inc.
| FANG | COM | 0 | -382,523 | 0 | -35,460,000 | 0.00 | 0.00 |
Hist
| 03/31/2019 |
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Liberty Latin America Ltd.
| LILAK | COM | 0 | -4,351,012 | 0 | -33,894,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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LOWES COMPANIES INC
| LOW | CALL | 0 | -325,000 | 0 | -32,796,000 | 0.00 | 0.00 |
Hist
| 09/30/2019 |
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TYLER TECHNOLOGIES INC
| TYL | Common | 0 | -109,288 | 0 | -32,789,000 | 0.00 | 0.00 |
Hist
| 09/30/2020 |
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MATTEL INC /DE/
| MAT | PUT | 0 | -2,414,700 | 0 | -32,719,000 | 0.00 | 0.00 |
Hist
| 09/30/2020 |
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ICICI BANK LTD
| IBN | ADR | 0 | -3,705,369 | 0 | -31,496,000 | 0.00 | 0.00 |
Hist
| 09/30/2020 |
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Weatherford International plc
| WFT | ORD SHS | 0 | -11,515,281 | 0 | -31,206,000 | 0.00 | 0.00 |
Hist
| 12/31/2018 |
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SHERWIN WILLIAMS CO
| SHW | Common | 0 | -104,797 | 0 | -29,833,000 | 0.00 | 0.00 |
Hist
| 06/30/2016 |
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Rice Energy Inc.
| RICE | Common | 0 | -1,272,500 | 0 | -28,046,000 | 0.00 | 0.00 |
Hist
| 09/30/2016 |
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