Evolutionary Tree Capital Management’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-19,061
Closed -$1.6M 36
2022
Q2
$1.6M Sell
19,061
-17,193
-47% -$1.44M 1.74% 27
2022
Q1
$5.98M Sell
36,254
-3,754
-9% -$619K 4.15% 9
2021
Q4
$10.5M Buy
40,008
+17,382
+77% +$4.58M 5.06% 2
2021
Q3
$7.22M Buy
22,626
+1,924
+9% +$614K 3.2% 11
2021
Q2
$8.16M Buy
20,702
+4,681
+29% +$1.85M 3.76% 8
2021
Q1
$5.46M Buy
16,021
+5,800
+57% +$1.98M 3.23% 13
2020
Q4
$3.46M Buy
+10,221
New +$3.46M 2.64% 16