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DKCM
Davidson Kempner Capital Management’s
Twilio
TWLO
Stock Holding History
Davidson Kempner Capital Management’s Portfolio
TWLO Stock Details
TWLO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-16,000
Closed
-$5.11M
–
608
2021
Q3
$5.11M
Buy
+16,000
New
+$5.83M
0.07%
181
2020
Q4
–
Sell
-61,515
Closed
-$15.2M
–
330
2020
Q3
$15.2M
Buy
61,515
+16,409
+36%
+$4.05M
0.22%
106
2020
Q2
$9.9M
Sell
45,106
-122,468
-73%
-$19.7M
0.24%
109
2020
Q1
$15M
Sell
167,574
-353,785
-68%
-$38.8M
0.4%
57
2019
Q4
$51.2M
Buy
521,359
+321,359
+161%
+$32.8M
1.15%
17
2019
Q3
$22M
Sell
200,000
-5,000
-2%
-$648K
0.43%
38
2019
Q2
$28M
Buy
205,000
+101,258
+98%
+$13.5M
0.3%
47
2019
Q1
$13.4M
Sell
103,742
-33,758
-25%
-$3.8M
0.26%
87
2018
Q4
$12.3M
Buy
+137,500
New
+$11.2M
0.24%
87
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$154B AUM
29.96%
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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