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Kingdon Capital Management’s Twilio TWLO Stock Holding History

Kingdon 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
2021
Q4 		– Sell
-33,334
Closed -$10.6M – 94
2021
Q3 		$10.6M Buy
33,334
+12,129
+57% +$4.42M 1.29% 24
2021
Q2 		$8.36M Sell
21,205
-8,245
-28% -$2.86M 0.97% 35
2021
Q1 		$10M Buy
29,450
+3,697
+14% +$1.38M 1.03% 34
2020
Q4 		$8.72M Buy
25,753
+4,979
+24% +$1.56M 0.94% 30
2020
Q3 		$5.13M Buy
+20,774
New +$5.12M 0.58% 48

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Kingdon Capital Management's TWLO Position: Q4 2021 in Review

Kingdon Capital Management sold out of Twilio (TWLO) in Q4 2021, closing a stake of 33,334 shares — an estimated $10.6M sold.

Kingdon Capital Management first reported a position in TWLO in Q3 2020 and held it in 5 quarters. The position peaked at $10.6M in Q3 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • Kingdon Capital Management reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
  • Kingdon Capital Management sold 33,334 Twilio shares in Q4 2021, an estimated $10.6M.
  • Kingdon Capital Management first reported a position in Twilio in Q3 2020 and held it in 5 quarters.
  • Kingdon Capital Management's Twilio position peaked at $10.6M in Q3 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Kingdon Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.