Sachem Head Capital 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 | $410M | Hold |
3,295,000
| – | – | 12.79% | 1 |
|
|
2025
Q1 | $323M | Hold |
3,295,000
| – | – | 12.93% | 2 |
|
|
2024
Q4 | $356M | Hold |
3,295,000
| – | – | 19.62% | 1 |
|
|
2024
Q3 | $215M | Hold |
3,295,000
| – | – | 11.27% | 3 |
|
|
2024
Q2 | $187M | Hold |
3,295,000
| – | – | 9.31% | 3 |
|
|
2024
Q1 | $201M | Buy |
+3,295,000
| New | +$201M | 8.62% | 3 |
|