North Peak Capital Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-153,927	Closed	-$19.9M	–	11
2019 Q1	$19.9M	Buy	+153,927	New	+$19.9M	12.8%	2