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TCCM

Two Creeks Capital Management Portfolio holdings

AUM $947M
1-Year Est. Return 2.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$77.8M
2
+$51.3M
3
+$46.3M
4
ENTG icon
Entegris
ENTG
+$43.1M
5
TEAM icon
Atlassian
TEAM
+$11.1M

Top Sells

1
+$69.4M
2
+$61.4M
3
+$51.2M
4
KLAC icon
KLA
KLAC
+$26.1M
5
HDB icon
HDFC Bank
HDB
+$21.9M

Sector Composition

1 Consumer Discretionary 39.08%
2 Technology 28.1%
3 Financials 11.45%
4 Energy 6.9%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-29,089
28
– –
-39,913
29
– –
0
30
– –
-114,459
1
2