SEC 13F Intelligence

Honeycomb Asset Management LP / TWLO

Honeycomb Asset Management LP’s Twilio Inc Position

Does Honeycomb Asset Management LP own Twilio Inc (TWLO)? Not currently — the last reported position was 95.5K shares worth $9M in Q1 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$9M
Q1 2025
Shares
95.5K
% of Portfolio
+4.46%
Quarters Held
6
position exited

Position History TWLO

Reported value by quarter
Q4 ’19: $17MQ4 ’19Q3 ’20: $39MQ3 ’20Q1 ’21: $50MQ1 ’21Q2 ’21: $28MQ2 ’21Q3 ’21: $48MQ3 ’21Q1 ’25: $9MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202595.5K$9M+4.46%
Q3 2021150.0K$48M+2.93%
Q2 202171.0K$28M+1.86%
Q1 2021146.2K$50M+2.98%
Q3 2020158.2K$39M+2.96%
Q4 2019175.0K$17M+1.65%

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