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Lee Ainslie’s Twilio TWLO Stock Holding History

Lee Ainslie’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
2025
Q1 		– Sell
-723,340
Closed -$78.2M – 289
2024
Q4 		$78.2M Sell
723,340
-43,435
-6% -$3.97M 1.41% 28
2024
Q3 		$50M Buy
766,775
+5,219
+0.7% +$312K 0.98% 35
2024
Q2 		$43.3M Sell
761,556
-37,433
-5% -$2.21M 0.82% 38
2024
Q1 		$48.9M Buy
798,989
+203,102
+34% +$13.4M 0.92% 35
2023
Q4 		$45.2M Sell
595,887
-9,774
-2% -$609K 0.91% 35
2023
Q3 		$35.4M Buy
605,661
+107,890
+22% +$6.72M 0.8% 35
2023
Q2 		$31.7M Buy
+497,771
New +$29.4M 0.68% 33
2022
Q2 		– Sell
-120,442
Closed -$19.9M – 266
2022
Q1 		$19.9M Sell
120,442
-20,619
-15% -$3.76M 0.35% 53
2021
Q4 		$37.1M Buy
141,061
+35,375
+33% +$10.6M 0.42% 50
2021
Q3 		$33.7M Buy
105,686
+104,133
+6,705% +$37.9M 0.34% 53
2021
Q2 		$612K Sell
1,553
-193
-11% -$67K 0.01% 364
2021
Q1 		$595K Sell
1,746
-2,249
-56% -$842K 0.01% 362
2020
Q4 		$1.35M Buy
3,995
+939
+31% +$293K 0.02% 189
2020
Q3 		$755K Sell
3,056
-2,539
-45% -$626K 0.01% 348
2020
Q2 		$1.23M Buy
+5,595
New +$898K 0.03% 275

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Ainslie's TWLO Position: Q1 2025 in Review

Lee Ainslie sold out of Twilio (TWLO) in Q1 2025, closing a stake of 723,340 shares — an estimated $78.2M sold.

Lee Ainslie first reported a position in TWLO in Q2 2020 and held it in 15 quarters. The position peaked at $78.2M in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

  • Lee Ainslie reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
  • Lee Ainslie sold 723,340 Twilio shares in Q1 2025, an estimated $78.2M.
  • Lee Ainslie first reported a position in Twilio in Q2 2020 and held it in 15 quarters.
  • Lee Ainslie's Twilio position peaked at $78.2M in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Maverick Capital's 13F filing for Q1 2025, filed 15 May 2025.