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Two Creeks Capital Management, LP Buys Amazon.com Inc, Aspen Technology Inc, PTC Inc, Sells Adobe Inc

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Oct 26, 2021
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New York, NY, based Investment company Two Creeks Capital Management, LP (Current Portfolio) buys Amazon.com Inc, Aspen Technology Inc, PTC Inc, Spirit AeroSystems Holdings Inc, Sotera Health Co, sells Adobe Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Two Creeks Capital Management, LP. As of 2021Q3, Two Creeks Capital Management, LP owns 18 stocks with a total value of $1.9 billion. These are the details of the buys and sells.

For the details of Two Creeks Capital Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/two+creeks+capital+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Two Creeks Capital Management, LP
  1. Floor & Decor Holdings Inc (FND) - 2,404,785 shares, 15.38% of the total portfolio. Shares added by 7.18%
  2. HDFC Bank Ltd (HDB) - 3,406,885 shares, 13.18% of the total portfolio. Shares added by 7.20%
  3. Visa Inc (V) - 1,110,392 shares, 13.10% of the total portfolio. Shares added by 7.20%
  4. Lowe's Companies Inc (LOW) - 733,446 shares, 7.88% of the total portfolio. Shares reduced by 15.33%
  5. Aspen Technology Inc (AZPN) - 937,989 shares, 6.10% of the total portfolio. Shares added by 66.86%
New Purchase: Amazon.com Inc (AMZN)

Two Creeks Capital Management, LP initiated holding in Amazon.com Inc. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3380.580000. The impact to a portfolio due to this purchase was 3.53%. The holding were 20,287 shares as of 2021-09-30.

New Purchase: Sotera Health Co (SHC)

Two Creeks Capital Management, LP initiated holding in Sotera Health Co. The purchase prices were between $22.25 and $26.52, with an estimated average price of $24.22. The stock is now traded at around $25.790000. The impact to a portfolio due to this purchase was 0.4%. The holding were 289,900 shares as of 2021-09-30.

Added: Aspen Technology Inc (AZPN)

Two Creeks Capital Management, LP added to a holding in Aspen Technology Inc by 66.86%. The purchase prices were between $122.54 and $147.97, with an estimated average price of $135.2. The stock is now traded at around $153.930000. The impact to a portfolio due to this purchase was 2.44%. The holding were 937,989 shares as of 2021-09-30.

Added: PTC Inc (PTC)

Two Creeks Capital Management, LP added to a holding in PTC Inc by 63.45%. The purchase prices were between $119.79 and $152.69, with an estimated average price of $133.49. The stock is now traded at around $127.650000. The impact to a portfolio due to this purchase was 2.2%. The holding were 893,351 shares as of 2021-09-30.

Added: Spirit AeroSystems Holdings Inc (SPR)

Two Creeks Capital Management, LP added to a holding in Spirit AeroSystems Holdings Inc by 23.82%. The purchase prices were between $37.92 and $47.65, with an estimated average price of $41.91. The stock is now traded at around $42.625000. The impact to a portfolio due to this purchase was 0.51%. The holding were 1,128,609 shares as of 2021-09-30.



Here is the complete portfolio of Two Creeks Capital Management, LP. Also check out:

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3. Two Creeks Capital Management, LP's High Yield stocks
4. Stocks that Two Creeks Capital Management, LP keeps buying
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