Cypress Funds’s Twilio TWLO Stock Holding History

Cypress Funds’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
2019 Q3	–	Sell	-230,000	Closed	-$31.4M	–	25
2019 Q2	$31.4M	Buy	230,000 +50,000	+28%	+$6.66M	4.94%	10
2019 Q1	$23.3M	Buy	+180,000	New	+$20.3M	3.69%	13

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Cypress Funds's TWLO Position: Q3 2019 in Review

Cypress Funds sold out of Twilio (TWLO) in Q3 2019, closing a stake of 230,000 shares — an estimated $31.4M sold.

Cypress Funds first reported a position in TWLO in Q1 2019 and held it in 2 quarters. The position peaked at $31.4M in Q2 2019. 549 funds tracked by Wall St. Rank hold TWLO as of Q3 2019.

Cypress Funds reported no remaining Twilio position as of Q3 2019 after selling out during the quarter.
Cypress Funds sold 230,000 Twilio shares in Q3 2019, an estimated $31.4M.
Cypress Funds first reported a position in Twilio in Q1 2019 and held it in 2 quarters.
Cypress Funds's Twilio position peaked at $31.4M in Q2 2019.
549 funds tracked by Wall St. Rank held Twilio as of Q3 2019.

Based on Cypress Funds's 13F filing for Q3 2019, filed 6 Nov 2019.