Position
Cache Advisors, LLC in Twilio Inc
Back to the book · All holders of TWLO
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$77.4K$142.24 → $125.82
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 5.15K | $732.3K | — | — | — | 0.1% |
| Q1 2026 | 4.71K | $592.7K | $125.82 | −$77.4K | −$62.2K | 0.1% |