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CAM
CenterStar Asset Management’s
Twilio
TWLO
Stock Holding History
CenterStar Asset Management’s Portfolio
TWLO Stock Details
TWLO Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-15,000
Closed
-$2.13M
–
584
2025
Q4
$2.13M
Buy
+15,000
New
+$1.86M
0.6%
38
2025
Q1
–
Sell
-4,500
Closed
-$486K
–
432
2024
Q4
$486K
Buy
+4,500
New
+$411K
0.17%
118
2024
Q3
–
Sell
-14,400
Closed
-$818K
–
405
2024
Q2
$818K
Buy
14,400
+7,200
+100%
+$425K
0.23%
106
2024
Q1
$440K
Buy
+7,200
New
+$474K
0.14%
156
2023
Q1
–
Hold
0
–
-$69
–
310
2022
Q4
–
Hold
0
–
–
–
240
2020
Q3
–
Hold
0
–
-$2.13M
–
762
2020
Q2
–
Hold
0
–
–
–
134
2020
Q1
–
Hold
0
–
–
–
352
2019
Q4
–
Hold
0
–
–
–
445
2019
Q3
–
Hold
0
–
-$46K
–
572
2019
Q2
–
Hold
0
–
–
–
150
2019
Q1
–
Hold
0
–
–
–
47
2018
Q4
–
Hold
0
–
-$2K
–
765
2018
Q3
–
Hold
0
–
–
–
717
2018
Q2
–
Hold
0
–
–
–
779
Other funds holding TWLO
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New York
$5.72T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Pictet Asset Management
Carouge, Switzerland
$105B AUM
38.07%
1-Year Est. Return
SHCM
Sachem Head Capital Management
New York
$4.15B AUM
48.05%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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