SAM
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Soviero Asset Management’s Twilio TWLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-56,000
Closed -$6.05M 70
2024
Q4
$6.05M Buy
56,000
+13,000
+30% +$1.41M 3.79% 2
2024
Q3
$2.8M Buy
+43,000
New +$2.8M 2.55% 18