SEC 13F Intelligence

Melvin Capital Management LP / TWLO

Melvin Capital Management LP’s Twilio Inc Position

Does Melvin Capital Management LP own Twilio Inc (TWLO)? Not currently — the last reported position was 125.0K shares worth $43M in Q1 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$43M
Q1 2021
Shares
125.0K
% of Portfolio
+0.24%
Quarters Held
2
position exited

Position History TWLO

Reported value by quarter
Q2 ’20: $143MQ2 ’20Q1 ’21: $43MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021125.0K$43M+0.24%
Q2 2020650.0K$143M+0.84%

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