Carmignac Gestion’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-147,479	Closed	-$47.1M	–	134
2021 Q3	$47.1M	Buy	147,479 +107,041	+265%	+$34.2M	0.59%	41
2021 Q2	$15.9M	Buy	+40,438	New	+$15.9M	0.18%	56