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Foxhaven Asset Management’s Twilio TWLO Stock Holding History

Foxhaven Asset Management’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
2022
Q1 		– Sell
-888,678
Closed -$234M – 23
2021
Q4 		$234M Buy
888,678
+34,841
+4% +$10.4M 6.77% 9
2021
Q3 		$272M Sell
853,837
-4,990
-0.6% -$1.82M 7.85% 5
2021
Q2 		$339M Sell
858,827
-3,088
-0.4% -$1.07M 9.24% 3
2021
Q1 		$294M Sell
861,915
-389,062
-31% -$146M 8.49% 3
2020
Q4 		$423M Sell
1,250,977
-165,400
-12% -$51.7M 11.14% 1
2020
Q3 		$350M Sell
1,416,377
-1,017,638
-42% -$251M 11.13% 1
2020
Q2 		$534M Sell
2,434,015
-279,748
-10% -$44.9M 17.94% 1
2020
Q1 		$243M Buy
2,713,763
+73,431
+3% +$8.06M 13.01% 1
2019
Q4 		$259M Sell
2,640,332
-22,701
-0.9% -$2.32M 12.3% 2
2019
Q3 		$293M Buy
2,663,033
+253,247
+11% +$32.8M 11.87% 2
2019
Q2 		$329M Sell
2,409,786
-83,812
-3% -$11.2M 14.43% 1
2019
Q1 		$322M Buy
2,493,598
+268,974
+12% +$30.3M 16.23% 1
2018
Q4 		$199M Sell
2,224,624
-880,554
-28% -$71.5M 10.64% 2
2018
Q3 		$268M Buy
3,105,178
+280,935
+10% +$20.5M 14.96% 2
2018
Q2 		$158M Buy
2,824,243
+707,048
+33% +$35M 9.77% 3
2018
Q1 		$80.8M Buy
2,117,195
+1,016,544
+92% +$32.2M 5.42% 6
2017
Q4 		$26M Sell
1,100,651
-310,405
-22% -$8.71M 1.8% 16
2017
Q3 		$42.1M Buy
1,411,056
+11,360
+0.8% +$341K 3.06% 16
2017
Q2 		$40.7M Buy
1,399,696
+1,279,896
+1,068% +$35M 2.85% 15
2017
Q1 		$3.46M Buy
+119,800
New +$3.62M 0.24% 23

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Foxhaven Asset Management's TWLO Position: Q1 2022 in Review

Foxhaven Asset Management sold out of Twilio (TWLO) in Q1 2022, closing a stake of 888,678 shares — an estimated $234M sold.

Foxhaven Asset Management first reported a position in TWLO in Q1 2017 and held it in 20 quarters. The position peaked at $534M in Q2 2020. 872 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

  • Foxhaven Asset Management reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
  • Foxhaven Asset Management sold 888,678 Twilio shares in Q1 2022, an estimated $234M.
  • Foxhaven Asset Management first reported a position in Twilio in Q1 2017 and held it in 20 quarters.
  • Foxhaven Asset Management's Twilio position peaked at $534M in Q2 2020.
  • 872 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Foxhaven Asset Management's 13F filing for Q1 2022, filed 16 May 2022.