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User

Stephen Mandel

Lone Pine Capital

Stephen Mandel Twilio Inc stake

total: 304

Lone Pine Capital TWLO trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2019 Q3
Held for:
1 quarter
Latest activity:
2019 Q4
According to 2026 Q2 report, Stephen Mandel doesn't hold any Twilio Inc (TWLO) shares. To date, the estimated cost basis is nearly $109.95 for "buy" trades and estimated average "sell" price is $109.95. Lone Pine Capital first purchased TWLO in 2019 Q3, initially acquiring 15,835 shares. Since the initial investment in Twilio Inc (TWLO), Lone Pine Capital has made 1 more transaction.

When did Stephen Mandel sell Twilio Inc (TWLO)?

Stephen Mandel sold off the entire Twilio Inc (TWLO) position in 2019 Q4.

When did Stephen Mandel buy Twilio Inc (TWLO)?

Stephen Mandel first invested in Twilio Inc (TWLO) in 2019 Q3 at the reported quarter-end price of $109.95 per share.

What's the cost basis of Lone Pine Capital's TWLO stake?

The estimated cost basis for Twilio Inc (TWLO) stake is around $109.95 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$109.95
Weighted AVG sell price:
$109.95

Stephen Mandel's historical trades in Twilio Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2019 Q4
0.00%
$109.95
-100% (-15,835)
2019 Q3
0.01%
$109.95
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.