Lakehouse Capital’s Twilio TWLO Stock Holding History

Lakehouse 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 Q1	–	Sell	-37,677	Closed	-$1.84M	–	14
2022 Q4	$1.84M	Hold	37,677	–	–	1.83%	13
2022 Q3	$2.6M	Hold	37,677	–	–	2.85%	12
2022 Q2	$3.16M	Hold	37,677	–	–	3.08%	13
2022 Q1	$6.21M	Buy	+37,677	New	+$6.87M	4.03%	13
2020 Q4	$3.81M	Buy	+11,266	New	+$3.52M	2.87%	13

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

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

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

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

NAMA

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

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

Lakehouse Capital's TWLO Position: Q1 2023 in Review

Lakehouse Capital sold out of Twilio (TWLO) in Q1 2023, closing a stake of 37,677 shares — an estimated $1.84M sold.

Lakehouse Capital first reported a position in TWLO in Q4 2020 and held it in 5 quarters. The position peaked at $6.21M in Q1 2022. 656 funds tracked by Wall St. Rank hold TWLO as of Q1 2023.

Lakehouse Capital reported no remaining Twilio position as of Q1 2023 after selling out during the quarter.
Lakehouse Capital sold 37,677 Twilio shares in Q1 2023, an estimated $1.84M.
Lakehouse Capital first reported a position in Twilio in Q4 2020 and held it in 5 quarters.
Lakehouse Capital's Twilio position peaked at $6.21M in Q1 2022.
656 funds tracked by Wall St. Rank held Twilio as of Q1 2023.

Based on Lakehouse Capital's 13F filing for Q1 2023, filed 16 May 2023.