SEC 13F Intelligence

Highline Capital Management, L.P. / TWLO

Highline Capital Management, L.P.’s Twilio Inc Position

Does Highline Capital Management, L.P. own Twilio Inc (TWLO)? Not currently — the last reported position was 37.8K shares worth $12M in Q3 2021; the fund’s latest 13F (Q4 2022) no longer reports it.

Position Value
$12M
Q3 2021
Shares
37.8K
% of Portfolio
+10.19%
Quarters Held
2
position exited

Position History TWLO

Reported value by quarter
Q2 ’21: $9MQ2 ’21Q3 ’21: $12MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202137.8K$12M+10.19%
Q2 202123.1K$9M+7.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Highline Capital Management, L.P.’s full portfolio or all institutional holders of TWLO.