Tybourne Capital Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-237,918
| Closed | -$15.9M | – | 50 |
|
|
2023
Q1 | $15.9M | Buy |
237,918
+40,308
| +20% | +$2.69M | 1.6% | 21 |
|
|
2022
Q4 | $9.67M | Sell |
197,610
-202,600
| -51% | -$9.92M | 0.96% | 23 |
|
|
2022
Q3 | $27.7M | Sell |
400,210
-104,114
| -21% | -$7.2M | 2.66% | 17 |
|
|
2022
Q2 | $42.3M | Buy |
504,324
+267,900
| +113% | +$22.5M | 3.05% | 16 |
|
|
2022
Q1 | $39M | Sell |
236,424
-333,689
| -59% | -$55M | 2.31% | 22 |
|
|
2021
Q4 | $150M | Buy |
570,113
+90,113
| +19% | +$23.7M | 4.46% | 11 |
|
|
2021
Q3 | $153M | Sell |
480,000
-195,900
| -29% | -$62.5M | 3.86% | 15 |
|
|
2021
Q2 | $266M | Buy |
675,900
+168,400
| +33% | +$66.4M | 5.61% | 7 |
|
|
2021
Q1 | $173M | Buy |
507,500
+74,500
| +17% | +$25.4M | 3.8% | 13 |
|
|
2020
Q4 | $147M | Sell |
433,000
-146,000
| -25% | -$49.4M | 3.05% | 14 |
|
|
2020
Q3 | $143M | Buy |
+579,000
| New | +$143M | 3.52% | 15 |
|
|
2020
Q1 | – | Sell |
-3,289,456
| Closed | -$323M | – | 23 |
|
|
2019
Q4 | $323M | Buy |
3,289,456
+308,872
| +10% | +$30.4M | 12.39% | 2 |
|
|
2019
Q3 | $328M | Buy |
2,980,584
+982,421
| +49% | +$108M | 14.24% | 3 |
|
|
2019
Q2 | $272M | Buy |
1,998,163
+427,300
| +27% | +$58.3M | 9.68% | 5 |
|
|
2019
Q1 | $203M | Buy |
+1,570,863
| New | +$203M | 7.9% | 8 |
|