Holdings in TWLO
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$278,329,114 |
1,956,757 |
+275.3%
|
Shares |
Defined |
2026-01-29 |
| 2025-12-31 |
$74,163,936 |
521,400 |
+107.1%
|
Shares |
Defined |
2026-01-29 |
| 2025-12-31 |
$35,816,032 |
251,800 |
-91.3%
|
Shares |
Defined |
2026-01-29 |
| 2025-09-30 |
$290,223,765 |
2,899,628 |
+1191.6%
|
Shares |
Defined |
2025-11-13 |
| 2025-09-30 |
$22,470,205 |
224,500 |
-56.3%
|
Shares |
Defined |
2025-11-13 |
| 2025-09-30 |
$51,386,206 |
513,400 |
+3.9%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$61,458,712 |
494,200 |
+104.2%
|
Shares |
Defined |
2025-08-14 |
| 2025-06-30 |
$30,098,104 |
242,024 |
-87.7%
|
Shares |
Defined |
2025-08-14 |
| 2025-06-30 |
$244,459,549 |
1,965,741 |
+217.0%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$60,723,782 |
620,200 |
-14.9%
|
Shares |
Defined |
2025-05-13 |
| 2025-03-31 |
$71,323,712 |
728,462 |
+5.5%
|
Shares |
Defined |
2025-05-13 |
| 2025-03-31 |
$67,628,786 |
690,724 |
+41.3%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$52,829,504 |
488,800 |
+62.9%
|
Shares |
Defined |
2025-02-14 |
| 2024-12-31 |
$32,426,593 |
300,024 |
-55.3%
|
Shares |
Defined |
2025-02-14 |
| 2024-12-31 |
$72,611,383 |
671,830 |
+131.0%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$18,965,976 |
290,800 |
-3.7%
|
Shares |
Defined |
2024-11-14 |
| 2024-09-30 |
$19,685,415 |
301,831 |
+119.0%
|
Shares |
Defined |
2024-11-14 |
| 2024-09-30 |
$8,988,881 |
137,824 |
-56.6%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$18,061,541 |
317,929 |
+1171.7%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$1,528,750 |
25,000 |
-90.5%
|
Shares |
Defined |
2024-05-13 |
| 2024-03-31 |
$16,163,105 |
264,319 |
+428.6%
|
Shares |
Defined |
2024-05-13 |
| 2024-03-31 |
$3,057,500 |
50,000 |
-16.7%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$4,552,200 |
60,000 |
-26.4%
|
Shares |
Defined |
2024-02-09 |
| 2023-12-31 |
$6,183,405 |
81,500 |
+725.7%
|
Shares |
Defined |
2024-02-09 |
| 2023-12-31 |
$748,835 |
9,870 |
-91.8%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$7,017,747 |
119,900 |
-3.1%
|
Shares |
Defined |
2023-11-09 |
| 2023-09-30 |
$7,244,666 |
123,777 |
+7.7%
|
Shares |
Defined |
2023-11-09 |
| 2023-09-30 |
$6,725,097 |
114,900 |
+77.0%
|
Shares |
Defined |
2023-11-09 |
| 2023-06-30 |
$4,128,938 |
64,900 |
-63.3%
|
Shares |
Defined |
2023-08-11 |
| 2023-06-30 |
$11,253,229 |
176,882 |
+153.1%
|
Shares |
Defined |
2023-08-11 |
| 2023-06-30 |
$4,447,038 |
69,900 |
0.0%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$4,657,437 |
69,900 |
-45.2%
|
Shares |
Defined |
2023-05-12 |
| 2023-03-31 |
$8,496,790 |
127,522 |
+20.7%
|
Shares |
Defined |
2023-05-12 |
| 2023-03-31 |
$7,041,656 |
105,683 |
-16.5%
|
Shares |
Defined |
2023-05-12 |
| 2022-12-31 |
$6,193,586 |
126,503 |
+29.2%
|
Shares |
Defined |
2023-02-08 |
| 2022-12-31 |
$4,795,632 |
97,950 |
+78.1%
|
Shares |
Defined |
2023-02-08 |
| 2022-12-31 |
$2,692,800 |
55,000 |
0.0%
|
Shares |
Defined |
2023-02-08 |
| 2022-09-30 |
$3,802,700 |
55,000 |
-70.9%
|
Shares |
Defined |
2022-11-10 |
| 2022-09-30 |
$13,061,305 |
188,911 |
+1041.5%
|
Shares |
Defined |
2022-11-10 |
| 2022-09-30 |
$1,144,267 |
16,550 |
-61.2%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$3,578,687 |
42,700 |
+184.7%
|
Shares |
Defined |
2022-08-10 |
| 2022-06-30 |
$1,257,150 |
15,000 |
-92.2%
|
Shares |
Defined |
2022-08-10 |
| 2022-06-30 |
$16,201,895 |
193,317 |
-7.9%
|
Shares |
Defined |
2022-08-10 |
| 2022-03-31 |
$34,603,670 |
209,961 |
+328.5%
|
Shares |
Defined |
2022-05-16 |
| 2022-03-31 |
$8,075,690 |
49,000 |
-58.4%
|
Shares |
Defined |
2022-05-16 |
| 2022-03-31 |
$19,398,137 |
117,700 |
+2842.5%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$1,053,360 |
4,000 |
-97.6%
|
Shares |
Defined |
2022-02-14 |
| 2021-12-31 |
$44,147,106 |
167,643 |
+33.9%
|
Shares |
Defined |
2022-02-14 |
| 2021-12-31 |
$32,970,168 |
125,200 |
+3030.0%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$1,276,200 |
4,000 |
—
|
Shares |
Defined |
2021-11-15 |
