Southpoint Capital Advisors’s Twilio TWLO Stock Holding History

Southpoint Capital Advisors’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
2024 Q3	–	Sell
2024 Q2	$56.8M	Sell
2024 Q1	$153M	Hold
2023 Q4	$190M	Sell
2023 Q3	$176M	Buy
2023 Q2	$151M	Buy
2023 Q1	$113M	Buy