SRS Investment Management’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,715,939
Closed -$173M 22
2023
Q2
$173M Sell
2,715,939
-303,756
-10% -$19.3M 1.98% 8
2023
Q1
$201M Buy
3,019,695
+2,413,702
+398% +$161M 2.89% 6
2022
Q4
$29.7M Buy
605,993
+113,045
+23% +$5.53M 0.54% 10
2022
Q3
$34.1M Buy
+492,948
New +$34.1M 0.67% 11