Blue Grotto Capital’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$53.3M	Buy	428,352 +218,352	+104%	+$27.2M	6.43%	5
2025 Q1	$20.6M	Buy	+210,000	New	+$20.6M	3.36%	11