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Altimeter Capital Management’s Twilio TWLO Stock Holding History

Altimeter Capital Management’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
2025
Q1 		– Sell
-582,915
Closed -$63M – 30
2024
Q4 		$63M Buy
+582,915
New +$53.3M 1.14% 19
2018
Q2 		– Sell
-350,000
Closed -$13.4M – 31
2018
Q1 		$13.4M Hold
350,000
– – 0.66% 14
2017
Q4 		$8.26M Sell
350,000
-377,800
-52% -$10.6M 0.43% 12
2017
Q3 		$21.7M Hold
727,800
– – 1.03% 10
2017
Q2 		$21.2M Hold
727,800
– – 0.88% 13
2017
Q1 		$21M Sell
727,800
-50,000
-6% -$1.51M 0.99% 13
2016
Q4 		$22.4M Buy
+777,800
New +$29.1M 1.15% 12

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altimeter Capital Management's TWLO Position: Q1 2025 in Review

Altimeter Capital Management sold out of Twilio (TWLO) in Q1 2025, closing a stake of 582,915 shares — an estimated $63M sold.

Altimeter Capital Management first reported a position in TWLO in Q4 2016 and held it in 7 quarters. The position peaked at $63M in Q4 2024. 775 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

  • Altimeter Capital Management reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
  • Altimeter Capital Management sold 582,915 Twilio shares in Q1 2025, an estimated $63M.
  • Altimeter Capital Management first reported a position in Twilio in Q4 2016 and held it in 7 quarters.
  • Altimeter Capital Management's Twilio position peaked at $63M in Q4 2024.
  • 775 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Altimeter Capital Management's 13F filing for Q1 2025, filed 15 May 2025.