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JCM
Jag Capital Management’s
Twilio
TWLO
Stock Holding History
Jag 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
2020
Q1
–
Sell
-13,400
Closed
-$1.32M
–
195
2019
Q4
$1.32M
Sell
13,400
-103,554
-89%
-$10.6M
0.15%
109
2019
Q3
$12.9M
Sell
116,954
-19,306
-14%
-$2.5M
1.55%
29
2019
Q2
$18.6M
Buy
136,260
+14,256
+12%
+$1.9M
2.1%
18
2019
Q1
$15.8M
Buy
122,004
+9,332
+8%
+$1.05M
2.57%
18
2018
Q4
$10.1M
Sell
112,672
-109,222
-49%
-$8.87M
2.05%
23
2018
Q3
$19.1M
Sell
221,894
-20,956
-9%
-$1.53M
3.13%
9
2018
Q2
$13.6M
Buy
242,850
+13,520
+6%
+$670K
2.33%
20
2018
Q1
$8.76M
Buy
+229,330
New
+$7.26M
1.62%
32
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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30.76%
1-Year Est. Return
Jennison Associates
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1-Year Est. Return
DIG
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$3B AUM
6.95%
1-Year Est. Return
Sands Capital Management
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$25.5B AUM
26.46%
1-Year Est. Return
SM
SCGE Management
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$3.3B AUM
18.27%
1-Year Est. Return
FAM
Foxhaven Asset Management
Charlottesville, Virginia
$3.19B AUM
12.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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