Steadfast Capital Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-593,209	Closed	-$17.1M	–	56
2017 Q1	$17.1M	Buy	593,209 +239,850	+68%	+$6.92M	0.33%	43
2016 Q4	$10.2M	Buy	+353,359	New	+$10.2M	0.21%	41