DCP
TWLO icon

D1 Capital Partners’s Twilio TWLO Stock Holding History

D1 Capital 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
2019
Q4 		– Sell
-907,300
Closed -$99.8M – 28
2019
Q3 		$99.8M Sell
907,300
-50,500
-5% -$6.55M 1.38% 21
2019
Q2 		$131M Buy
+957,800
New +$128M 1.86% 18

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

D1 Capital Partners's TWLO Position: Q4 2019 in Review

D1 Capital Partners sold out of Twilio (TWLO) in Q4 2019, closing a stake of 907,300 shares — an estimated $99.8M sold.

D1 Capital Partners first reported a position in TWLO in Q2 2019 and held it in 2 quarters. The position peaked at $131M in Q2 2019. 543 funds tracked by Wall St. Rank hold TWLO as of Q4 2019.

  • D1 Capital Partners reported no remaining Twilio position as of Q4 2019 after selling out during the quarter.
  • D1 Capital Partners sold 907,300 Twilio shares in Q4 2019, an estimated $99.8M.
  • D1 Capital Partners first reported a position in Twilio in Q2 2019 and held it in 2 quarters.
  • D1 Capital Partners's Twilio position peaked at $131M in Q2 2019.
  • 543 funds tracked by Wall St. Rank held Twilio as of Q4 2019.

Based on D1 Capital Partners's 13F filing for Q4 2019, filed 14 Feb 2020.