Hunt Lane Capital’s Twilio TWLO Stock Holding History

Hunt Lane Capital’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 Q4	–	Sell	-30,000	Closed	-$2.07M	–	7
2022 Q3	$2.07M	Sell	30,000 -40,000	-57%	-$3.2M	5.24%	9
2022 Q2	$5.87M	Sell	70,000 -2,000	-3%	-$224K	7.24%	7
2022 Q1	$11.9M	Buy	72,000 +27,000	+60%	+$4.92M	7.36%	7
2021 Q4	$11.8M	Buy	45,000 +1,000	+2%	+$299K	4.85%	11
2021 Q3	$14M	Buy	+44,000	New	+$16M	4.24%	11

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hunt Lane Capital's TWLO Position: Q4 2022 in Review

Hunt Lane Capital sold out of Twilio (TWLO) in Q4 2022, closing a stake of 30,000 shares — an estimated $2.07M sold.

Hunt Lane Capital first reported a position in TWLO in Q3 2021 and held it in 5 quarters. The position peaked at $14M in Q3 2021. 613 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Hunt Lane Capital reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
Hunt Lane Capital sold 30,000 Twilio shares in Q4 2022, an estimated $2.07M.
Hunt Lane Capital first reported a position in Twilio in Q3 2021 and held it in 5 quarters.
Hunt Lane Capital's Twilio position peaked at $14M in Q3 2021.
613 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Hunt Lane Capital's 13F filing for Q4 2022.