Light Street Capital Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-335,431
| Closed | -$22.3M | – | 28 |
|
|
2023
Q1 | $22.3M | Buy |
+335,431
| New | +$22.3M | 5.45% | 8 |
|
|
2022
Q3 | – | Sell |
-32,822
| Closed | -$2.75M | – | 33 |
|
|
2022
Q2 | $2.75M | Buy |
+32,822
| New | +$2.75M | 0.22% | 24 |
|
|
2021
Q3 | – | Sell |
-80,075
| Closed | -$31.6M | – | 68 |
|
|
2021
Q2 | $31.6M | Buy |
+80,075
| New | +$31.6M | 1.37% | 36 |
|
|
2020
Q1 | – | Sell |
-262,498
| Closed | -$25.8M | – | 52 |
|
|
2019
Q4 | $25.8M | Sell |
262,498
-154,098
| -37% | -$15.1M | 1.54% | 23 |
|
|
2019
Q3 | $45.8M | Sell |
416,596
-105,324
| -20% | -$11.6M | 3.29% | 11 |
|
|
2019
Q2 | $71.2M | Sell |
521,920
-140,330
| -21% | -$19.1M | 3.85% | 10 |
|
|
2019
Q1 | $85.5M | Sell |
662,250
-8,080
| -1% | -$1.04M | 5.72% | 7 |
|
|
2018
Q4 | $59.9M | Buy |
+670,330
| New | +$59.9M | 4.57% | 6 |
|