Alyeska Investment Group — TWLO Trade History
Quarter-by-quarter changes in the TWILIO INC position · CUSIP 90138F102
Currently held · 4.3 YearsFirst seen: 2022 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 79,068 | -828,737 | -91.3% | $16.3M | 0.04% |
| 2026 Q1 | 2026-05-15 | Add | 907,805 | 595,457 | +190.6% | $114.2M | 0.32% |
| 2025 Q4 | 2026-02-13 | Reduce | 312,348 | -2,331,511 | -88.2% | $44.4M | 0.13% |
| 2025 Q3 | 2025-11-17 | Add | 2,643,859 | 750,951 | +39.7% | $264.6M | 0.80% |
| 2025 Q2 | 2025-08-14 | Reduce | 1,892,908 | -178,918 | -8.6% | $235.4M | 0.83% |
| 2025 Q1 | 2025-05-15 | Add | 2,071,826 | 553,043 | +36.4% | $202.9M | 0.81% |
| 2024 Q4 | 2025-02-14 | Reduce | 1,518,783 | -650,031 | -30.0% | $164.2M | 0.62% |
| 2024 Q3 | 2024-11-14 | Reduce | 2,168,814 | -988,905 | -31.3% | $141.5M | 0.72% |
| 2024 Q2 | 2024-08-14 | Reduce | 3,157,719 | -635,926 | -16.8% | $179.4M | 1.02% |
| 2024 Q1 | 2024-05-15 | Add | 3,793,645 | 1,174,549 | +44.8% | $232.0M | 1.43% |
| 2023 Q4 | 2024-02-14 | Add | 2,619,096 | 32,139 | +1.2% | $198.7M | 1.32% |
| 2023 Q3 | 2023-11-14 | Add | 2,586,957 | 614,359 | +31.1% | $151.4M | 1.03% |
| 2023 Q2 | 2023-08-14 | Reduce | 1,972,598 | -464,561 | -19.1% | $125.5M | 0.93% |
| 2023 Q1 | 2023-05-15 | Reduce | 2,437,159 | -729,070 | -23.0% | $162.4M | 1.42% |
| 2022 Q4 | 2023-02-14 | Add | 3,166,229 | 566,652 | +21.8% | $155.0M | 1.60% |
| 2022 Q3 | 2022-11-14 | Add | 2,599,577 | 1,112,108 | +74.8% | $179.7M | 2.10% |
| 2022 Q2 | 2022-08-15 | New | 1,487,469 | 1,487,469 | — | $124.7M | 1.43% |
| 2021 Q4 | 2022-05-19 | — | — | — | — | — | — |
| 2021 Q3 | 2022-05-19 | — | — | — | — | — | — |
| 2021 Q2 | 2022-05-19 | Sold out | — | -15,635 | -100.0% | — | — |
| 2022 Q1 | 2022-05-17 | New | 15,635 | 15,635 | — | $2.6M | 0.03% |
| 2020 Q3 | 2021-08-24 | — | — | — | — | — | — |
| 2020 Q4 | 2021-08-24 | — | — | — | — | — | — |
| 2021 Q1 | 2021-08-24 | — | — | — | — | — | — |
| 2020 Q1 | 2021-02-24 | — | — | — | — | — | — |
| 2020 Q2 | 2021-02-24 | — | — | — | — | — | — |
| 2019 Q2 | 2020-08-18 | — | — | — | — | — | — |
| 2019 Q3 | 2020-08-18 | — | — | — | — | — | — |
| 2019 Q4 | 2020-08-18 | — | — | — | — | — | — |
| 2019 Q1 | 2020-05-22 | — | — | — | — | — | — |
| 2018 Q4 | 2020-05-22 | — | — | — | — | — | — |
| 2018 Q2 | 2019-05-21 | — | — | — | — | — | — |
| 2018 Q3 | 2019-05-21 | — | — | — | — | — | — |
| 2017 Q3 | 2019-02-21 | — | — | — | — | — | — |
| 2017 Q4 | 2019-02-21 | — | — | — | — | — | — |
| 2018 Q1 | 2019-02-21 | — | — | — | — | — | — |
| 2016 Q4 | 2018-08-20 | — | — | — | — | — | — |
| 2017 Q1 | 2018-08-20 | — | — | — | — | — | — |
| 2017 Q2 | 2018-08-20 | — | — | — | — | — | — |
| 2015 Q4 | 2017-08-17 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.