Daniel Loeb - Third Point LLC

Daniel Loeb - Third Point

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $2,082,795,760

Holdings Activity Buys Sells History

Holding/activity history for Twilio Inc. (TWLO)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2019 Q3	0	0.00	Sell 100.00%	0.24	$104.22–150.44 · VW $128.78i		SEC
2019 Q2	150,000	0.24	Buy	0.24	$118.48–151.00 · VW $133.67i	$20,452,000	SEC

Price snapshot:

Current price$218.24

52-week low$91.84

52-week high$238.48