Portfolio changes · featured 13Fs
Activity
Moves in TWLO across featured managers — New / Exit / Add / Reduce.
TWLO
8 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 7 | |||||
| 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 |
| TWLO | Exit | Stanley Druckenmiller - Duquesne Family Office | −0.68% | was 0.68% | Q1→Q2 |
| TWLO | Exit | Andreas Halvorsen - Viking Global Investors | −0.16% | was 0.16% | Q1→Q2 |
| TWLO | Reduce | Sachem Head Capital Management | −4.30% | −73.0% sh | Q1→Q2 |
| TWLO | Reduce | Gavin Baker - Atreides Management | −1.28% | −21.8% sh | 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