Dorsal Capital Management’s Twilio TWLO Stock Holding History

Dorsal Capital Management’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$88.1M	Buy	700,000 +150,000	+27%	+$18.5M	3.5%	14
2025 Q4	$78.2M	Buy	+550,000	New	+$68.1M	2.75%	16
2024 Q1	–	Sell	-1,150,000	Closed	-$87.3M	–	30
2023 Q4	$87.3M	Buy	1,150,000 +50,000	+5%	+$3.12M	2.82%	15
2023 Q3	$64.4M	Buy	1,100,000 +300,000	+38%	+$18.7M	2.29%	18
2023 Q2	$50.9M	Buy	800,000 +300,000	+60%	+$17.7M	2.04%	18
2023 Q1	$33.3M	Buy	+500,000	New	+$30.8M	1.29%	25
2022 Q1	–	Sell	-230,000	Closed	-$60.6M	–	30
2021 Q4	$60.6M	Sell	230,000 -95,000	-29%	-$28.4M	3.56%	12
2021 Q3	$104M	Sell	325,000 -5,000	-2%	-$1.82M	5.34%	7
2021 Q2	$130M	Buy	330,000 +80,000	+32%	+$27.8M	6.08%	7
2021 Q1	$85.2M	Sell	250,000 -25,000	-9%	-$9.36M	4.33%	13
2020 Q4	$93.1M	Hold	275,000	–	–	5.39%	8
2020 Q3	$68M	Sell	275,000 -125,000	-31%	-$30.8M	5.24%	10
2020 Q2	$87.8M	Sell	400,000 -25,000	-6%	-$4.01M	5.7%	8
2020 Q1	$38M	Buy	425,000 +100,000	+31%	+$11M	3.08%	16
2019 Q4	$31.9M	Buy	+325,000	New	+$33.2M	2.12%	20

Other funds holding TWLO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return