Lee Ainslie - Maverick Capital Ltd
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Twilio Inc. (TWLO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 1.41 SEC
2024   Q4 723,340 1.41 Reduce 5.66% 0.06 $108.08 $78,178,587 SEC
2024   Q3 766,775 0.98 Add 0.69% <0.01 $65.22 $50,009,066 SEC
2024   Q2 761,556 0.82 Reduce 4.69% 0.04 $56.81 $43,263,996 SEC
2024   Q1 798,989 0.91 Add 34.08% 0.23 $61.15 $48,858,177 SEC
2023   Q4 595,887 0.90 Reduce 1.61% 0.01 $75.87 $45,209,947 SEC
2023   Q3 605,661 0.79 Add 21.67% 0.14 $58.53 $35,449,338 SEC
2023   Q2 497,771 0.68 Buy 0.68 $63.62 $31,668,191 SEC
2022   Q2 0 0.00 Sell 100.00% 0.36 SEC
2022   Q1 120,442 0.36 Reduce 14.62% 0.06 $164.81 $19,850,000 SEC
2021   Q4 141,061 0.42 Add 33.47% 0.11 $263.34 $37,147,000 SEC
2021   Q3 105,686 0.34 Add 6,705.28% 0.34 $319.05 $33,719,000 SEC
2021   Q2 1,553 0.01 Reduce 11.05% <0.01 $394.08 $612,000 SEC
2021   Q1 1,746 0.01 Reduce 56.30% 0.01 $340.78 $595,000 SEC
2020   Q4 3,995 0.02 Add 30.73% <0.01 $338.42 $1,352,000 SEC
2020   Q3 3,056 0.01 Reduce 45.38% 0.01 $247.05 $755,000 SEC
2020   Q2 5,595 0.03 Buy 0.03 $219.48 $1,228,000 SEC