Spyglass Capital Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-47,512	Closed	-$6.14M	–	27
2019 Q1	$6.14M	Buy	47,512 +15,319	+48%	+$1.98M	2.38%	23
2018 Q4	$2.88M	Buy	+32,193	New	+$2.88M	2.15%	24