HMI 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 Q4	–	Sell	-1,668,060	Closed	-$115M	–	15
2022 Q3	$115M	Buy	1,668,060 +623,060	+60%	+$43.1M	4.34%	12
2022 Q2	$87.6M	Buy	+1,045,000	New	+$87.6M	3.52%	13