Highline Capital Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-37,805	Closed	-$12.1M	–	18
2021 Q3	$12.1M	Buy	37,805 +14,689	+64%	+$4.69M	10.19%	4
2021 Q2	$9.11M	Buy	+23,116	New	+$9.11M	7.61%	7