TWLO position history
The shares of Twilio (TWLO) that Sachem Head Capital Management LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q1: 3,295,000 shares, $201M, 8.6% of portfolio, New
- 2024 Q2: 3,295,000 shares, $187M, 9.3% of portfolio
- 2024 Q3: 3,295,000 shares, $215M, 11.3% of portfolio
- 2024 Q4: 3,295,000 shares, $356M, 19.6% of portfolio
- 2025 Q1: 3,295,000 shares, $323M, 12.9% of portfolio
- 2025 Q2: 3,295,000 shares, $410M, 12.8% of portfolio
- 2025 Q3: 3,295,000 shares, $330M, 9.3% of portfolio
- 2025 Q4: 2,295,000 shares, $326M, 7.7% of portfolio, Reduce −30.3%
- 2026 Q1: 2,295,000 shares, $289M, 7.0% of portfolio
- 2026 Q2: 620,000 shares, $128M, 2.7% of portfolio, Reduce −73.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|