Dorsal Capital Management, LLC
Holdings in TWLO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $78,232,000 | 550,000 | Shares | Sole | 2026-02-17 |
| 2023-12-31 | $87,250,500 | 1,150,000 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $64,383,000 | 1,100,000 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $50,896,000 | 800,000 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $33,315,000 | 500,000 | Shares | Sole | 2023-05-15 |
| 2021-12-31 | $60,568,200 | 230,000 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $103,691,250 | 325,000 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $130,072,800 | 330,000 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $85,190,000 | 250,000 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $93,087,500 | 275,000 | Shares | Sole | 2021-02-17 |
| 2020-09-30 | $67,949,750 | 275,000 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $87,768,000 | 400,000 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $38,033,250 | 425,000 | Shares | Sole | 2020-05-15 |