Light Street Capital Management’s Twilio TWLO Stock Holding History

Light Street 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
2023 Q2	–	Sell	-335,431	Closed	-$22.3M	–	28
2023 Q1	$22.3M	Buy	+335,431	New	+$20.7M	5.45%	8
2022 Q3	–	Sell	-32,822	Closed	-$2.75M	–	33
2022 Q2	$2.75M	Buy	+32,822	New	+$3.67M	0.22%	25
2021 Q3	–	Sell	-80,075	Closed	-$31.6M	–	68
2021 Q2	$31.6M	Buy	+80,075	New	+$27.8M	1.37%	36
2020 Q1	–	Sell	-262,498	Closed	-$25.8M	–	52
2019 Q4	$25.8M	Sell	262,498 -154,098	-37%	-$15.7M	1.54%	23
2019 Q3	$45.8M	Sell	416,596 -105,324	-20%	-$13.7M	3.29%	11
2019 Q2	$71.2M	Sell	521,920 -140,330	-21%	-$18.7M	3.85%	10
2019 Q1	$85.5M	Sell	662,250 -8,080	-1%	-$910K	5.72%	8
2018 Q4	$59.9M	Buy	+670,330	New	+$54.5M	4.57%	7

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

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

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

NAMA

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

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

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

Light Street Capital Management's TWLO Position: Q2 2023 in Review

Light Street Capital Management sold out of Twilio (TWLO) in Q2 2023, closing a stake of 335,431 shares — an estimated $22.3M sold.

Light Street Capital Management first reported a position in TWLO in Q4 2018 and held it in 8 quarters. The position peaked at $85.5M in Q1 2019. 620 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

Light Street Capital Management reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
Light Street Capital Management sold 335,431 Twilio shares in Q2 2023, an estimated $22.3M.
Light Street Capital Management first reported a position in Twilio in Q4 2018 and held it in 8 quarters.
Light Street Capital Management's Twilio position peaked at $85.5M in Q1 2019.
620 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Light Street Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.