Goldentree Asset Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-798,102	Closed	-$51.9M	–	31
2024 Q3	$51.9M	Buy	798,102 +94,645	+13%	+$6.16M	4.15%	6
2024 Q2	$40M	Buy	703,457 +184,323	+36%	+$10.5M	3.32%	10
2024 Q1	$31.7M	Buy	+519,134	New	+$31.7M	2.53%	16