North Peak Capital Management, LLC / TWLO
North Peak Capital Management, LLC’s Twilio Inc Position
Does North Peak Capital Management, LLC own Twilio Inc (TWLO)? Not currently — the last reported position was 153.9K shares worth $20M in Q1 2019; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$20M
Q1 2019
Shares
153.9K
% of Portfolio
+12.80%
Quarters Held
1
position exited
Position History TWLO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2019 | 153.9K | $20M | +12.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See North Peak Capital Management, LLC’s full portfolio or all institutional holders of TWLO.