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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
2021
Q1 		– Sell
-150,000
Closed -$50.8M – 33
2020
Q4 		$50.8M Hold
150,000
– – 1.34% 20
2020
Q3 		$37.1M Buy
+150,000
New +$37M 1.18% 21
2019
Q3 		– Sell
-480,000
Closed -$65.4M – 29
2019
Q2 		$65.4M Buy
+480,000
New +$63.9M 2.87% 12
2019
Q1 		– Sell
-900,000
Closed -$80.4M – 28
2018
Q4 		$80.4M Buy
+900,000
New +$73.1M 4.31% 10

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 873 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.
  • 873 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.