Alpha Paradigm Partners’s Twilio TWLO Stock Holding History

Alpha Paradigm Partners’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.09M	Buy	22,247 +3,043	+16%	+$173K	0.45%	61
2022 Q3	$1.33M	Buy	19,204 +16,858	+719%	+$1.35M	0.58%	33
2022 Q2	$197K	Hold	2,346	–	–	0.08%	323
2022 Q1	$387K	Buy	2,346 +823	+54%	+$150K	0.15%	225
2021 Q4	$401K	Sell	1,523 -1,561	-51%	-$467K	0.16%	220
2021 Q3	$984K	Sell	3,084 -1,444	-32%	-$526K	0.39%	66
2021 Q2	$1.78M	Buy	4,528 +3,233	+250%	+$1.12M	0.67%	21
2021 Q1	$441K	Buy	+1,295	New	+$485K	0.17%	176

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alpha Paradigm Partners's TWLO Position: Q4 2022 in Review

Alpha Paradigm Partners increased its Twilio (TWLO) stake by 16% in Q4 2022, buying an estimated $173K and bringing the position to 22,247 shares worth $1.09M. The position accounts for 0.45% of the portfolio, ranked #61.

Alpha Paradigm Partners first reported a position in TWLO in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.78M in Q2 2021. 612 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Alpha Paradigm Partners held 22,247 shares of Twilio worth $1.09M as of Q4 2022.
Alpha Paradigm Partners bought 3,043 Twilio shares in Q4 2022, an estimated $173K.
Twilio made up 0.45% of Alpha Paradigm Partners's portfolio in Q4 2022, its #61 holding.
Alpha Paradigm Partners first reported a position in Twilio in Q1 2021 and has held it in 8 quarters since.
Alpha Paradigm Partners's Twilio position peaked at $1.78M in Q2 2021.
612 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.