KCL Capital’s Twilio TWLO Stock Holding History

KCL 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
2023 Q2	–	Sell	-100,000	Closed	-$6.66M	–	37
2023 Q1	$6.66M	Buy	+100,000	New	+$6.17M	0.89%	24
2022 Q4	–	Sell	-200,000	Closed	-$13.8M	–	40
2022 Q3	$13.8M	Buy	+200,000	New	+$16M	3.16%	15
2021 Q3	–	Sell	-45,000	Closed	-$17.7M	–	62
2021 Q2	$17.7M	Buy	45,000 +15,000	+50%	+$5.21M	2.57%	15
2021 Q1	$10.2M	Buy	30,000 +15,000	+100%	+$5.62M	0.96%	20
2020 Q4	$5.08M	Buy	+15,000	New	+$4.69M	0.49%	33

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

GIM

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

AIM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

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

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

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

KCL Capital's TWLO Position: Q2 2023 in Review

KCL Capital sold out of Twilio (TWLO) in Q2 2023, closing a stake of 100,000 shares — an estimated $6.66M sold.

KCL Capital first reported a position in TWLO in Q4 2020 and held it in 5 quarters. The position peaked at $17.7M in Q2 2021. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

KCL Capital reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
KCL Capital sold 100,000 Twilio shares in Q2 2023, an estimated $6.66M.
KCL Capital first reported a position in Twilio in Q4 2020 and held it in 5 quarters.
KCL Capital's Twilio position peaked at $17.7M in Q2 2021.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on KCL Capital's 13F filing for Q2 2023, filed 14 Aug 2023.