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Kodai Capital Management LP: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kodai Capital Management LP on TWLO, newest first. How the timeline and the estimate are built.

Kodai Capital Management LP held 498,941 TWLO shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 498,941 shares
    Change vs previous 13F +232,400 shares

    1.93% of the 13F portfolio, value $48,851,313.

    13F-HR 0001999612-25-000004 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 266,541 shares
    Change vs previous 13F -1,582,248 shares

    1.18% of the 13F portfolio, value $28,807,751.

    13F-HR 0001999612-25-000003 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 1,848,789 shares
    Change vs previous 13F -2,697,316 shares

    2.51% of the 13F portfolio, value $120,578,019.

    13F-HR 0001172661-24-005143 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 4,546,105 shares
    Change vs previous 13F +2,696,592 shares

    4.92% of the 13F portfolio, value $258,264,225.

    13F-HR 0001172661-24-003523 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 1,849,513 shares
    Change vs previous 13F +761,356 shares

    2.64% of the 13F portfolio, value $113,097,720.

    13F-HR 0001172661-24-002386 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 1,088,157 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $82,558,472.

    13F-HR 0001172661-24-000752 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).