1 of 16 tracked funds hold TWLO. Avg conviction: 7.7%. Net trimming. First tracked at $61.15 (current +108.3% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
Upgrade to Fund Consensus Pro to unlock this feature.
| Fund | % of Portfolio | Action |
|---|---|---|
| Sachem Head Capital | 7.7% | Reduce |