Ashe Capital Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-718,936	Closed	-$64.3M	–	12
2020 Q1	$64.3M	Buy	718,936 +307,836	+75%	+$27.5M	5.96%	7
2019 Q4	$40.4M	Buy	+411,100	New	+$40.4M	3.08%	9