Louis Moore Bacon's TWLO Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 23,963 shares of Twilio Inc. (TWLO) worth $3.41 M, representing 0.05% of the portfolio. First purchased in 2017-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Louis Moore Bacon has maintained a strategic position in TWLO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 394,206 shares. Largest reduction occurred in Q3 2023, reducing 394,206 shares.
Analysis based on 13F filings available since 2013 Q2
Louis Moore Bacon's Twilio (TWLO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Twilio (TWLO) Trades by Louis Moore Bacon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +23,963 | New Buy | 23,963 | $142.24 |
| Q3 2025 | -7,014 | Sold Out | 0 | $0.00 |
| Q2 2025 | +7,014 | New Buy | 7,014 | $124.36 |
| Q1 2025 | -18,118 | Sold Out | 0 | $0.00 |
| Q4 2024 | +18,118 | New Buy | 18,118 | $108.08 |
| Q1 2024 | -16,785 | Sold Out | 0 | $0.00 |
| Q4 2023 | +16,785 | New Buy | 16,785 | $75.87 |
| Q3 2023 | -394,206 | Sold Out | 0 | $0.00 |
| Q2 2023 | +394,206 | New Buy | 394,206 | $63.62 |
| Q2 2021 | -68,378 | Sold Out | 0 | $0.00 |
| Q1 2021 | -86,287 | Reduce 55.79% | 68,378 | $340.75 |
| Q4 2020 | +154,665 | New Buy | 154,665 | $338.50 |
| Q3 2019 | -45,000 | Sold Out | 0 | $0.00 |
| Q2 2019 | -55,000 | Reduce 55.00% | 45,000 | $136.36 |
| Q1 2019 | +100,000 | New Buy | 100,000 | $129.18 |
| Q1 2018 | -94,000 | Sold Out | 0 | $0.00 |
| Q4 2017 | +94,000 | New Buy | 94,000 | $23.60 |
Louis Moore Bacon's Twilio Investment FAQs
Louis Moore Bacon first purchased Twilio Inc. (TWLO) in Q4 2017, acquiring 94,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held Twilio Inc. (TWLO) for 17 quarters since Q4 2017.
Louis Moore Bacon's largest addition to Twilio Inc. (TWLO) was in Q2 2023, adding 394,206 shares worth $25.08 M.
According to the latest 13F filing for Q4 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 23,963 shares of Twilio Inc. (TWLO), valued at approximately $3.41 M.
As of the Q4 2025 filing, Twilio Inc. (TWLO) represents approximately 0.05% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.
Louis Moore Bacon's peak holding in Twilio Inc. (TWLO) was 394,206 shares, as reported at the end of Q2 2023.