Hitchwood Capital Management’s Twilio TWLO Stock Holding History

Hitchwood Capital 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 Q4	–	Sell	-120,000	Closed	-$38.3M	–	73
2021 Q3	$38.3M	Hold	120,000	–	–	1.11%	33
2021 Q2	$47.3M	Sell	120,000 -25,000	-17%	-$8.68M	0.87%	26
2021 Q1	$49.4M	Sell	145,000 -30,000	-17%	-$11.2M	1.13%	27
2020 Q4	$59.2M	Buy	175,000 +15,000	+9%	+$4.69M	1.01%	25
2020 Q3	$39.5M	Sell	160,000 -10,000	-6%	-$2.47M	1.05%	28
2020 Q2	$37.3M	Buy	+170,000	New	+$27.3M	1.75%	26
2019 Q3	–	Sell	-200,000	Closed	-$27.3M	–	58
2019 Q2	$27.3M	Sell	200,000 -300,000	-60%	-$39.9M	0.46%	41
2019 Q1	$64.6M	Buy	+500,000	New	+$56.3M	0.93%	24

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Hitchwood Capital Management's TWLO Position: Q4 2021 in Review

Hitchwood Capital Management sold out of Twilio (TWLO) in Q4 2021, closing a stake of 120,000 shares — an estimated $38.3M sold.

Hitchwood Capital Management first reported a position in TWLO in Q1 2019 and held it in 8 quarters. The position peaked at $64.6M in Q1 2019. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

Hitchwood Capital Management reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
Hitchwood Capital Management sold 120,000 Twilio shares in Q4 2021, an estimated $38.3M.
Hitchwood Capital Management first reported a position in Twilio in Q1 2019 and held it in 8 quarters.
Hitchwood Capital Management's Twilio position peaked at $64.6M in Q1 2019.
949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Hitchwood Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.