PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Holdings in TWLO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $29,870,400 | 210,000 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $20,018,000 | 200,000 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $19,897,600 | 160,000 | Shares | Sole | 2025-07-30 |
| 2024-06-30 | $10,509,850 | 185,000 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $11,312,750 | 185,000 | Shares | Sole | 2024-04-26 |
| 2023-12-31 | $15,325,740 | 202,000 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $11,706,000 | 200,000 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $12,660,380 | 199,000 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $13,259,370 | 199,000 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $9,743,040 | 199,000 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $13,758,860 | 199,000 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $16,678,190 | 199,000 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $31,149,090 | 189,000 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $45,821,160 | 174,000 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $55,514,700 | 174,000 | Shares | Sole | 2021-11-01 |
| 2021-06-30 | $68,583,840 | 174,000 | Shares | Sole | 2021-07-23 |
| 2021-03-31 | $62,699,840 | 184,000 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $72,777,500 | 215,000 | Shares | Sole | 2021-02-05 |
| 2020-09-30 | $53,124,350 | 215,000 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $47,175,300 | 215,000 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $22,372,500 | 250,000 | Shares | Sole | 2020-04-29 |