Daniel Sundheim’s Twilio TWLO Stock Holding History

Daniel Sundheim’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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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 $2.83B AUM 12.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Daniel Sundheim's TWLO Position: Q4 2019 in Review

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

Daniel Sundheim first reported a position in TWLO in Q2 2019 and held it in 2 quarters. The position peaked at $131M in Q2 2019. 544 funds tracked by Wall St. Rank hold TWLO as of Q4 2019.

Daniel Sundheim reported no remaining Twilio position as of Q4 2019 after selling out during the quarter.
Daniel Sundheim sold 907,300 Twilio shares in Q4 2019, an estimated $99.8M.
Daniel Sundheim first reported a position in Twilio in Q2 2019 and held it in 2 quarters.
Daniel Sundheim's Twilio position peaked at $131M in Q2 2019.
544 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.