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Cutting $TWLO.
I'm losing my interest in the company, it's slowing down NRR, losses widening and growth slowing down while SBC is still ridiculous. Profitability promised next FY but I'm not convinced as much. It organically turned into my smallest position and was sitting on the bench for a while now. Will redistribute proceeds to $MSFT and some other existing positions with unrivaled execution.

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