Suvretta Capital Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-516,520	Closed	-$165M	–	113
2021 Q3	$165M	Buy	516,520 +202,520	+64%	+$64.6M	2.78%	12
2021 Q2	$124M	Buy	+314,000	New	+$124M	1.85%	20