Kodai 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
Q1 | $48.9M | Buy |
498,941
+232,400
| +87% | +$22.8M | 1.93% | 8 |
|
|
2024
Q4 | $28.8M | Sell |
266,541
-1,582,248
| -86% | -$171M | 1.18% | 34 |
|
|
2024
Q3 | $121M | Sell |
1,848,789
-2,697,316
| -59% | -$176M | 2.5% | 6 |
|
|
2024
Q2 | $258M | Buy |
4,546,105
+2,696,592
| +146% | +$153M | 4.92% | 1 |
|
|
2024
Q1 | $113M | Buy |
1,849,513
+761,356
| +70% | +$46.6M | 2.64% | 11 |
|
|
2023
Q4 | $82.6M | Buy |
+1,088,157
| New | +$82.6M | 1.68% | 16 |
|