TCCM
Two Creeks Capital Management’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1M | Sell |
665,970
-288,644
| -30% | -$22.1M | 3.35% | 17 |
|
|
2025
Q1 | $63.4M | Buy |
954,614
+1,969
| +0.2% | +$131K | 4.05% | 14 |
|
|
2024
Q4 | $60.8M | Sell |
952,645
-473,214
| -33% | -$30.2M | 3.71% | 14 |
|
|
2024
Q3 | $89.2M | Sell |
1,425,859
-122,242
| -8% | -$7.65M | 5.88% | 8 |
|
|
2024
Q2 | $99.6M | Sell |
1,548,101
-1,389,553
| -47% | -$89.4M | 6.19% | 9 |
|
|
2024
Q1 | $164M | Sell |
2,937,654
-775,179
| -21% | -$43.4M | 9.47% | 3 |
|
|
2023
Q4 | $249M | Buy |
3,712,833
+536,385
| +17% | +$36M | 15.61% | 1 |
|
|
2023
Q3 | $187M | Buy |
3,176,448
+95,122
| +3% | +$5.61M | 12.09% | 2 |
|
|
2023
Q2 | $215M | Hold |
3,081,326
| – | – | 12.92% | 1 |
|
|
2023
Q1 | $205M | Buy |
3,081,326
+328,736
| +12% | +$21.9M | 13.69% | 1 |
|
|
2022
Q4 | $188M | Buy |
2,752,590
+264,467
| +11% | +$18.1M | 13.43% | 2 |
|
|
2022
Q3 | $145M | Buy |
2,488,123
+246,072
| +11% | +$14.4M | 10.52% | 5 |
|
|
2022
Q2 | $123M | Sell |
2,242,051
-82,200
| -4% | -$4.52M | 8.47% | 5 |
|
|
2022
Q1 | $143M | Sell |
2,324,251
-1,082,634
| -32% | -$66.4M | 8.14% | 6 |
|
|
2021
Q4 | $222M | Hold |
3,406,885
| – | – | 11.33% | 3 |
|
|
2021
Q3 | $249M | Buy |
3,406,885
+228,807
| +7% | +$16.7M | 13.18% | 2 |
|
|
2021
Q2 | $232M | Buy |
3,178,078
+163,124
| +5% | +$11.9M | 13.22% | 3 |
|
|
2021
Q1 | $234M | Sell |
3,014,954
-629,764
| -17% | -$48.9M | 14.29% | 1 |
|
|
2020
Q4 | $263M | Sell |
3,644,718
-781,479
| -18% | -$56.5M | 14.38% | 1 |
|
|
2020
Q3 | $221M | Sell |
4,426,197
-403,303
| -8% | -$20.1M | 14.44% | 1 |
|
|
2020
Q2 | $220M | Buy |
4,829,500
+493,626
| +11% | +$22.4M | 15.31% | 1 |
|
|
2020
Q1 | $167M | Buy |
4,335,874
+1,655,229
| +62% | +$63.7M | 13.55% | 1 |
|
|
2019
Q4 | $170M | Sell |
2,680,645
-120,105
| -4% | -$7.61M | 10.97% | 1 |
|
|
2019
Q3 | $160M | Buy |
2,800,750
+1,833,123
| +189% | +$105M | 10.44% | 2 |
|
|
2019
Q2 | $126M | Sell |
967,627
-67,197
| -6% | -$8.74M | 7.66% | 3 |
|
|
2019
Q1 | $120M | Hold |
1,034,824
| – | – | 8.1% | 4 |
|
|
2018
Q4 | $107M | Buy |
1,034,824
+2,105
| +0.2% | +$218K | 7.25% | 4 |
|
|
2018
Q3 | $97.2M | Hold |
1,032,719
| – | – | 5.41% | 7 |
|
|
2018
Q2 | $108M | Hold |
1,032,719
| – | – | 5.63% | 5 |
|
|
2018
Q1 | $102M | Buy |
1,032,719
+94,093
| +10% | +$9.29M | 5.54% | 7 |
|
|
2017
Q4 | $95.4M | Hold |
938,626
| – | – | 5.1% | 8 |
|
|
2017
Q3 | $90.5M | Sell |
938,626
-294,339
| -24% | -$28.4M | 5.14% | 9 |
|
|
2017
Q2 | $107M | Sell |
1,232,965
-949,285
| -44% | -$82.6M | 6.53% | 6 |
|
|
2017
Q1 | $164M | Buy |
2,182,250
+56,846
| +3% | +$4.28M | 9.95% | 5 |
|
|
2016
Q4 | $129M | Hold |
2,125,404
| – | – | 8.19% | 6 |
|
|
2016
Q3 | $153M | Sell |
2,125,404
-91,132
| -4% | -$6.55M | 9.37% | 4 |
|
|
2016
Q2 | $147M | Buy |
2,216,536
+14,641
| +0.7% | +$971K | 9.73% | 7 |
|
|
2016
Q1 | $136M | Buy |
2,201,895
+332,886
| +18% | +$20.5M | 11.68% | 4 |
|
|
2015
Q4 | $115M | Buy |
1,869,009
+51,543
| +3% | +$3.18M | 9.46% | 6 |
|
|
2015
Q3 | $111M | Buy |
1,817,466
+271,756
| +18% | +$16.6M | 11.24% | 3 |
|
|
2015
Q2 | $93.6M | Sell |
1,545,710
-139,807
| -8% | -$8.46M | 9.24% | 3 |
|
|
2015
Q1 | $99.3M | Buy |
1,685,517
+287,203
| +21% | +$16.9M | 10.83% | 3 |
|
|
2014
Q4 | $71M | Buy |
+1,398,314
| New | +$71M | 8.47% | 5 |
|