Altimeter Capital Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-582,915
| Closed | -$63M | – | 30 |
|
2024
Q4 | $63M | Buy |
+582,915
| New | +$63M | 1.14% | 19 |
|
2018
Q2 | – | Sell |
-350,000
| Closed | -$13.4M | – | 29 |
|
2018
Q1 | $13.4M | Hold |
350,000
| – | – | 0.66% | 14 |
|
2017
Q4 | $8.26M | Sell |
350,000
-377,800
| -52% | -$8.92M | 0.43% | 12 |
|
2017
Q3 | $21.7M | Hold |
727,800
| – | – | 1.03% | 10 |
|
2017
Q2 | $21.2M | Hold |
727,800
| – | – | 0.88% | 13 |
|
2017
Q1 | $21M | Sell |
727,800
-50,000
| -6% | -$1.44M | 0.99% | 13 |
|
2016
Q4 | $22.4M | Buy |
+777,800
| New | +$22.4M | 1.15% | 12 |
|