Cowbird Capital’s Twilio TWLO Stock Holding History

Cowbird Capital’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	-148,118	Closed	-$14.6M	–	13
2019 Q4	$14.6M	Buy	148,118 +66,984	+83%	+$6.84M	9.22%	3
2019 Q3	$8.92M	Buy	81,134 +12,845	+19%	+$1.67M	6.03%	8
2019 Q2	$9.31M	Buy	68,289 +7,378	+12%	+$982K	7.79%	8
2019 Q1	$7.87M	Buy	+60,911	New	+$6.86M	7.41%	8

Other funds holding TWLO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Cowbird Capital's TWLO Position: Q1 2020 in Review

Cowbird Capital sold out of Twilio (TWLO) in Q1 2020, closing a stake of 148,118 shares — an estimated $14.6M sold.

Cowbird Capital first reported a position in TWLO in Q1 2019 and held it in 4 quarters. The position peaked at $14.6M in Q4 2019. 553 funds tracked by Wall St. Rank hold TWLO as of Q1 2020.

Cowbird Capital reported no remaining Twilio position as of Q1 2020 after selling out during the quarter.
Cowbird Capital sold 148,118 Twilio shares in Q1 2020, an estimated $14.6M.
Cowbird Capital first reported a position in Twilio in Q1 2019 and held it in 4 quarters.
Cowbird Capital's Twilio position peaked at $14.6M in Q4 2019.
553 funds tracked by Wall St. Rank held Twilio as of Q1 2020.

Based on Cowbird Capital's 13F filing for Q1 2020, filed 15 May 2020.