Dorsal Capital Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,150,000
| Closed | -$87.3M | – | 27 |
|
|
2023
Q4 | $87.3M | Buy |
1,150,000
+50,000
| +5% | +$3.79M | 2.69% | 14 |
|
|
2023
Q3 | $64.4M | Buy |
1,100,000
+300,000
| +38% | +$17.6M | 2.2% | 17 |
|
|
2023
Q2 | $50.9M | Buy |
800,000
+300,000
| +60% | +$19.1M | 1.75% | 17 |
|
|
2023
Q1 | $33.3M | Buy |
+500,000
| New | +$33.3M | 1.07% | 22 |
|
|
2022
Q1 | – | Sell |
-230,000
| Closed | -$60.6M | – | 27 |
|
|
2021
Q4 | $60.6M | Sell |
230,000
-95,000
| -29% | -$25M | 3.48% | 12 |
|
|
2021
Q3 | $104M | Sell |
325,000
-5,000
| -2% | -$1.6M | 5.07% | 7 |
|
|
2021
Q2 | $130M | Buy |
330,000
+80,000
| +32% | +$31.5M | 6.08% | 7 |
|
|
2021
Q1 | $85.2M | Sell |
250,000
-25,000
| -9% | -$8.52M | 4.33% | 13 |
|
|
2020
Q4 | $93.1M | Hold |
275,000
| – | – | 5.39% | 8 |
|
|
2020
Q3 | $68M | Sell |
275,000
-125,000
| -31% | -$30.9M | 5.24% | 10 |
|
|
2020
Q2 | $87.8M | Sell |
400,000
-25,000
| -6% | -$5.49M | 5.42% | 8 |
|
|
2020
Q1 | $38M | Buy |
425,000
+100,000
| +31% | +$8.95M | 3.08% | 16 |
|
|
2019
Q4 | $31.9M | Buy |
+325,000
| New | +$31.9M | 1.93% | 18 |
|