Valinor Management’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-565,683
Closed -$55.6M 33
2019
Q4
$55.6M Buy
565,683
+111,000
+24% +$10.9M 3.71% 12
2019
Q3
$50M Buy
454,683
+292,283
+180% +$32.1M 3.38% 13
2019
Q2
$22.1M Buy
+162,400
New +$22.1M 1.33% 24
2016
Q3
Sell
-200,000
Closed -$7.3M 33
2016
Q2
$7.3M Buy
+200,000
New +$7.3M 0.24% 29