Lee Ainslie - Maverick Capital
Holding/activity history for Twilio Inc. (TWLO)
← All TWLO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | 1.41 | $94.13–151.95 · VW $124.27i | SEC | |
| 2024 Q4 | 723,340 | 1.41 | Reduce 5.66% | 0.06 | $63.19–116.43 · VW $95.15i | $78,178,587 | SEC |
| 2024 Q3 | 766,775 | 0.98 | Add 0.69% | <0.01 | $55.38–65.64 · VW $60.49i | $50,009,066 | SEC |
| 2024 Q2 | 761,556 | 0.82 | Reduce 4.69% | 0.04 | $52.51–63.91 · VW $58.52i | $43,263,996 | SEC |
| 2024 Q1 | 798,989 | 0.91 | Add 34.08% | 0.23 | $55.57–76.03 · VW $63.91i | $48,858,177 | SEC |
| 2023 Q4 | 595,887 | 0.90 | Reduce 1.61% | 0.01 | $49.86–78.16 · VW $62.46i | $45,209,947 | SEC |
| 2023 Q3 | 605,661 | 0.79 | Add 21.67% | 0.14 | $56.02–71.24 · VW $63.38i | $35,449,338 | SEC |
| 2023 Q2 | 497,771 | 0.68 | Buy | 0.68 | $45.02–69.81 · VW $61.34i | $31,668,191 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | 0.36 | $77.14–176.40 · VW $107.28i | SEC | |
| 2022 Q1 | 120,442 | 0.36 | Reduce 14.62% | 0.06 | $123.05–266.74 · VW $182.70i | $19,850,000 | SEC |
| 2021 Q4 | 141,061 | 0.42 | Add 33.47% | 0.11 | $235.00–373.00 · VW $290.03i | $37,147,000 | SEC |
| 2021 Q3 | 105,686 | 0.34 | Add 6705.28% | 0.34 | $311.18–412.68 · VW $356.57i | $33,719,000 | SEC |
| 2021 Q2 | 1,553 | 0.01 | Reduce 11.05% | <0.01 | $275.60–405.80 · VW $351.49i | $612,000 | SEC |
| 2021 Q1 | 1,746 | <0.01 | Reduce 56.30% | 0.01 | $306.04–457.30 · VW $373.37i | $595,000 | SEC |
| 2020 Q4 | 3,995 | 0.02 | Add 30.73% | <0.01 | $247.50–374.49 · VW $305.10i | $1,352,000 | SEC |
| 2020 Q3 | 3,056 | 0.01 | Reduce 45.38% | 0.01 | $214.32–288.81 · VW $258.04i | $755,000 | SEC |
| 2020 Q2 | 5,595 | 0.03 | Buy | 0.03 | $79.25–222.38 · VW $166.93i | $1,228,000 | SEC |
Price snapshot:
Current price$218.24
52-week low$91.84
52-week high$238.48