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