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Center Lake Capital Management’s Twilio TWLO Stock Holding History

Center Lake 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
2021
Q3 		– Sell
-32,425
Closed -$12.8M – 22
2021
Q2 		$12.8M Buy
32,425
+5,060
+18% +$1.76M 1.84% 16
2021
Q1 		$9.32M Buy
+27,365
New +$10.2M 1.73% 16
2019
Q3 		– Sell
-160,000
Closed -$21.8M – 7
2019
Q2 		$21.8M Buy
160,000
+60,000
+60% +$7.99M 7.07% 6
2019
Q1 		$12.9M Buy
+100,000
New +$11.3M 7.17% 8

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Center Lake Capital Management's TWLO Position: Q3 2021 in Review

Center Lake Capital Management sold out of Twilio (TWLO) in Q3 2021, closing a stake of 32,425 shares — an estimated $12.8M sold.

Center Lake Capital Management first reported a position in TWLO in Q1 2019 and held it in 4 quarters. The position peaked at $21.8M in Q2 2019. 916 funds tracked by Wall St. Rank hold TWLO as of Q3 2021.

  • Center Lake Capital Management reported no remaining Twilio position as of Q3 2021 after selling out during the quarter.
  • Center Lake Capital Management sold 32,425 Twilio shares in Q3 2021, an estimated $12.8M.
  • Center Lake Capital Management first reported a position in Twilio in Q1 2019 and held it in 4 quarters.
  • Center Lake Capital Management's Twilio position peaked at $21.8M in Q2 2019.
  • 916 funds tracked by Wall St. Rank held Twilio as of Q3 2021.

Based on Center Lake Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.