KPCB XV Associates’s Twilio TWLO Stock Holding History

KPCB XV Associates’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
2022 Q3	$13.1M	Hold	190,047	–	–	36.67%	2
2022 Q2	$15.9M	Hold	190,047	–	–	29.38%	2
2022 Q1	$31.3M	Buy	190,047 +1,887	+1%	+$344K	40.53%	1
2021 Q4	$49.5M	Hold	188,160	–	–	39.09%	1
2021 Q3	$60M	Hold	188,160	–	–	44.83%	1
2021 Q2	$74.2M	Buy	188,160 +1,493	+0.8%	+$518K	33.11%	2
2021 Q1	$63.6M	Sell	186,667 -186,666	-50%	-$69.9M	27.41%	2
2020 Q4	$126M	Buy	+373,333	New	+$117M	54.29%	1

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

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

AIM

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

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

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

GIM

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

NAMA

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

KPCB XV Associates's TWLO Position: Q3 2022 in Review

KPCB XV Associates held its Twilio (TWLO) position steady in Q3 2022 at 190,047 shares worth $13.1M. The position accounts for 36.67% of the portfolio, ranked #2.

KPCB XV Associates first reported a position in TWLO in Q4 2020 and has held it in 8 quarters since. The position peaked at $126M in Q4 2020. 687 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

KPCB XV Associates held 190,047 shares of Twilio worth $13.1M as of Q3 2022.
KPCB XV Associates left its Twilio share count unchanged in Q3 2022.
Twilio made up 36.67% of KPCB XV Associates's portfolio in Q3 2022, its #2 holding.
KPCB XV Associates first reported a position in Twilio in Q4 2020 and has held it in 8 quarters since.
KPCB XV Associates's Twilio position peaked at $126M in Q4 2020.
687 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on KPCB XV Associates's 13F filing for Q3 2022, filed 26 Oct 2022.