AP
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Archon Partners’s Twilio TWLO Stock Holding History

Archon 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
2020
Q1 		– Sell
-51,800
Closed -$5.09M – 64
2019
Q4 		$5.09M Hold
51,800
– – 0.87% 38
2019
Q3 		$5.7M Hold
51,800
– – 1.11% 36
2019
Q2 		$7.06M Hold
51,800
– – 1.4% 30
2019
Q1 		$6.69M Hold
51,800
– – 1.41% 29
2018
Q4 		$4.63M Buy
+51,800
New +$4.21M 1.15% 33

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Archon Partners's TWLO Position: Q1 2020 in Review

Archon Partners sold out of Twilio (TWLO) in Q1 2020, closing a stake of 51,800 shares — an estimated $5.09M sold.

Archon Partners first reported a position in TWLO in Q4 2018 and held it in 5 quarters. The position peaked at $7.06M in Q2 2019. 553 funds tracked by Wall St. Rank hold TWLO as of Q1 2020.

  • Archon Partners reported no remaining Twilio position as of Q1 2020 after selling out during the quarter.
  • Archon Partners sold 51,800 Twilio shares in Q1 2020, an estimated $5.09M.
  • Archon Partners first reported a position in Twilio in Q4 2018 and held it in 5 quarters.
  • Archon Partners's Twilio position peaked at $7.06M in Q2 2019.
  • 553 funds tracked by Wall St. Rank held Twilio as of Q1 2020.

Based on Archon Partners's 13F filing for Q1 2020, filed 15 May 2020.