CAM
Contour Asset Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-527,400
| Closed | -$30.9M | – | 27 |
|
|
2023
Q3 | $30.9M | Sell |
527,400
-628,779
| -54% | -$36.8M | 1.47% | 23 |
|
|
2023
Q2 | $73.6M | Buy |
+1,156,179
| New | +$73.6M | 3.31% | 12 |
|
|
2023
Q1 | – | Sell |
-2,143,118
| Closed | -$105M | – | 29 |
|
|
2022
Q4 | $105M | Buy |
+2,143,118
| New | +$105M | 6.47% | 5 |
|