Islet Management’s Twilio TWLO Stock Holding History

Islet 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
2019 Q3	–	Sell	-65,000	Closed	-$8.86M	–	105
2019 Q2	$8.86M	Buy	+65,000	New	+$8.65M	1.01%	27

Other funds holding TWLO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Islet Management's TWLO Position: Q3 2019 in Review

Islet Management sold out of Twilio (TWLO) in Q3 2019, closing a stake of 65,000 shares — an estimated $8.86M sold.

Islet Management first reported a position in TWLO in Q2 2019 and held it in 1 quarter. The position peaked at $8.86M in Q2 2019. 549 funds tracked by Wall St. Rank hold TWLO as of Q3 2019.

Islet Management reported no remaining Twilio position as of Q3 2019 after selling out during the quarter.
Islet Management sold 65,000 Twilio shares in Q3 2019, an estimated $8.86M.
Islet Management first reported a position in Twilio in Q2 2019 and held it in 1 quarter.
Islet Management's Twilio position peaked at $8.86M in Q2 2019.
549 funds tracked by Wall St. Rank held Twilio as of Q3 2019.

Based on Islet Management's 13F filing for Q3 2019, filed 14 Nov 2019.