Picton Mahoney Asset 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
$24.2M Buy
194,423
+32,425
+20% +$4.03M 0.25% 64
2025
Q1
$15.9M Buy
161,998
+73,464
+83% +$7.19M 0.27% 57
2024
Q4
$9.57M Buy
88,534
+88,515
+465,868% +$9.56M 0.2% 106
2024
Q3
$1K Buy
+19
New +$1K ﹤0.01% 781
2021
Q4
Sell
-34,703
Closed -$11.1M 989
2021
Q3
$11.1M Sell
34,703
-5,947
-15% -$1.9M 0.41% 52
2021
Q2
$16M Buy
40,650
+19,220
+90% +$7.58M 0.47% 34
2021
Q1
$7.3M Sell
21,430
-6,819
-24% -$2.32M 0.35% 81
2020
Q4
$9.56M Buy
+28,249
New +$9.56M 0.45% 69