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Deer VIII & Co’s Twilio TWLO Stock Holding History

Deer VIII & Co’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
-384,927
Closed -$42.3M – 2
2019
Q3 		$42.3M Sell
384,927
-384,927
-50% -$49.9M 16.92% 2
2019
Q2 		$105M Sell
769,854
-769,853
-50% -$103M 23.27% 2
2019
Q1 		$199M Buy
+1,539,707
New +$173M 100% 1

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

Deer VIII & Co's TWLO Position: Q4 2019 in Review

Deer VIII & Co sold out of Twilio (TWLO) in Q4 2019, closing a stake of 384,927 shares — an estimated $42.3M sold.

Deer VIII & Co first reported a position in TWLO in Q1 2019 and held it in 3 quarters. The position peaked at $199M in Q1 2019. 543 funds tracked by Wall St. Rank hold TWLO as of Q4 2019.

  • Deer VIII & Co reported no remaining Twilio position as of Q4 2019 after selling out during the quarter.
  • Deer VIII & Co sold 384,927 Twilio shares in Q4 2019, an estimated $42.3M.
  • Deer VIII & Co first reported a position in Twilio in Q1 2019 and held it in 3 quarters.
  • Deer VIII & Co's Twilio position peaked at $199M in Q1 2019.
  • 543 funds tracked by Wall St. Rank held Twilio as of Q4 2019.

Based on Deer VIII & Co's 13F filing for Q4 2019, filed 14 Feb 2020.