Melvin 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 Q2	–	Sell	-125,000	Closed	-$42.6M	–	76
2021 Q1	$42.6M	Buy	+125,000	New	+$42.6M	0.24%	54
2020 Q3	–	Sell	-650,000	Closed	-$143M	–	91
2020 Q2	$143M	Buy	+650,000	New	+$143M	0.84%	28