Sachem Head Capital Management’s Twilio TWLO Stock Holding History

Sachem Head Capital Management’s Portfolio TWLO Stock Details TWLO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$330M	Hold
2025 Q2	$410M	Hold
2025 Q1	$323M	Hold
2024 Q4	$356M	Hold
2024 Q3	$215M	Hold
2024 Q2	$187M	Hold
2024 Q1	$201M	Buy