Kerrisdale Advisers’s Twilio TWLO Stock Holding History

Kerrisdale Advisers’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 Q1	–	Sell	-126,227	Closed	-$6.18M	–	108
2022 Q4	$6.18M	Buy	+126,227	New	+$7.18M	1.83%	17
2022 Q3	–	Sell	-9,675	Closed	-$811K	–	87
2022 Q2	$811K	Sell	9,675 -1,596	-14%	-$179K	0.26%	64
2022 Q1	$1.86M	Buy	+11,271	New	+$2.05M	0.57%	30

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kerrisdale Advisers's TWLO Position: Q1 2023 in Review

Kerrisdale Advisers sold out of Twilio (TWLO) in Q1 2023, closing a stake of 126,227 shares — an estimated $6.18M sold.

Kerrisdale Advisers first reported a position in TWLO in Q1 2022 and held it in 3 quarters. The position peaked at $6.18M in Q4 2022. 658 funds tracked by Wall St. Rank hold TWLO as of Q1 2023.

Kerrisdale Advisers reported no remaining Twilio position as of Q1 2023 after selling out during the quarter.
Kerrisdale Advisers sold 126,227 Twilio shares in Q1 2023, an estimated $6.18M.
Kerrisdale Advisers first reported a position in Twilio in Q1 2022 and held it in 3 quarters.
Kerrisdale Advisers's Twilio position peaked at $6.18M in Q4 2022.
658 funds tracked by Wall St. Rank held Twilio as of Q1 2023.

Based on Kerrisdale Advisers's 13F filing for Q1 2023, filed 15 May 2023.