Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in TWLO across featured managers — New / Exit / Add / Reduce.

ticker TWLO holders clear

9 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

TWLO · new · all sizes

New 4 Exit 2 Add 1 Reduce 2 all moves 9
all time today 7d 14d
≥1% all sizes
reset

4 shown · all sizes · open ticker or manager

ticker action manager Δ weight detail period
14 Aug 3
TWLO New Henry Ellenbogen - Durable Capital Partners +3.70% opened 3.7% Q1→Q2
TWLO New Alex Sacerdote - Whale Rock Capital Management +1.36% opened 1.4% Q1→Q2
TWLO New Davidson Kempner Capital Management +0.12% opened 0.12% Q1→Q2
13 Aug 1
TWLO New Spencer Waxman - Shannon River Fund Management +3.71% opened 3.7% Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home