TCCM
AZPN
Two Creeks Capital Management’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-181,899
| Closed | -$45.4M | – | 26 |
|
|
2024
Q4 | $45.4M | Sell |
181,899
-11,979
| -6% | -$2.99M | 2.77% | 18 |
|
|
2024
Q3 | $46.3M | Sell |
193,878
-221,254
| -53% | -$52.8M | 3.05% | 16 |
|
|
2024
Q2 | $82.5M | Sell |
415,132
-208,399
| -33% | -$41.4M | 5.13% | 10 |
|
|
2024
Q1 | $133M | Buy |
623,531
+357,741
| +135% | +$76.3M | 7.66% | 5 |
|
|
2023
Q4 | $58.5M | Sell |
265,790
-38,330
| -13% | -$8.44M | 3.66% | 12 |
|
|
2023
Q3 | $62.1M | Sell |
304,120
-204,897
| -40% | -$41.9M | 4.01% | 12 |
|
|
2023
Q2 | $85.3M | Buy |
509,017
+358,832
| +239% | +$60.1M | 5.13% | 8 |
|
|
2023
Q1 | $34.4M | Buy |
150,185
+41,770
| +39% | +$9.56M | 2.29% | 15 |
|
|
2022
Q4 | $22.3M | Sell |
108,415
-143,718
| -57% | -$29.5M | 1.59% | 14 |
|
|
2022
Q3 | $60.1M | Sell |
252,133
-294,985
| -54% | -$70.3M | 4.35% | 10 |
|
|
2022
Q2 | $100M | Buy |
+547,118
| New | +$100M | 6.9% | 7 |
|