Hood River Capital Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.6M	Buy	133,529 +35,468	+36%	+$4.41M	0.23%	102
2025 Q1	$9.6M	Buy	98,061 +28,497	+41%	+$2.79M	0.16%	105
2024 Q4	$7.52M	Buy	+69,564	New	+$7.52M	0.11%	113