Sands Capital Management — TWLO Trade History
Quarter-by-quarter changes in the TWILIO INC position · CUSIP 90138F102
Sold outFirst seen: 2019 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | — | — | — | — | — | — |
| 2026 Q1 | 2026-05-08 | — | — | — | — | — | — |
| 2025 Q4 | 2026-02-13 | — | — | — | — | — | — |
| 2025 Q3 | 2025-11-13 | — | — | — | — | — | — |
| 2025 Q2 | 2025-08-13 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-14 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-13 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-13 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-13 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-13 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-15 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-12 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-13 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-09 | Sold out | — | -4,477,343 | -100.0% | — | — |
| 2022 Q2 | 2022-08-12 | Reduce | 4,477,343 | -710,880 | -13.7% | $375.2M | 1.30% |
| 2022 Q1 | 2022-05-13 | Reduce | 5,188,223 | -506,502 | -8.9% | $855.1M | 1.97% |
| 2021 Q4 | 2022-02-11 | Add | 5,694,725 | 243,396 | +4.5% | $1.50B | 2.78% |
| 2021 Q3 | 2021-11-03 | Add | 5,451,329 | 920,349 | +20.3% | $1.74B | 2.90% |
| 2021 Q2 | 2021-08-16 | Add | 4,530,980 | 11,088 | +0.2% | $1.79B | 3.03% |
| 2021 Q1 | 2021-05-17 | Add | 4,519,892 | 205,428 | +4.8% | $1.54B | 2.98% |
| 2020 Q4 | 2021-02-17 | Add | 4,314,464 | 1,525,951 | +54.7% | $1.46B | 2.77% |
| 2020 Q3 | 2020-11-17 | Reduce | 2,788,513 | -239,017 | -7.9% | $689.0M | 1.49% |
| 2020 Q2 | 2020-08-11 | Reduce | 3,027,530 | -109,333 | -3.5% | $664.3M | 1.61% |
| 2020 Q1 | 2020-05-14 | Add | 3,136,863 | 1,191,888 | +61.3% | $280.7M | 0.94% |
| 2019 Q4 | 2020-02-13 | Reduce | 1,944,975 | -12,183 | -0.6% | $191.2M | 0.56% |
| 2019 Q3 | 2019-11-14 | New | 1,957,158 | 1,957,158 | — | $215.2M | 0.69% |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
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.