Position
Composition Wealth, 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 −$194.9K$142.24 → $125.82
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 11.9K | $1.69M | — | — | — | 0.0% |
| Q1 2026 | 12K | $1.5M | $125.82 | −$194.9K | $10.9K | 0.0% |