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Lucha Capital Management’s Twilio TWLO Stock Holding History

Lucha 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
2019
Q3 		$10.8M Buy
98,020
+71,180
+265% +$9.23M 3.29% 15
2019
Q2 		$3.66M Buy
+26,840
New +$3.57M 0.92% 31

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Lucha Capital Management's TWLO Position: Q3 2019 in Review

Lucha Capital Management increased its Twilio (TWLO) stake by 265% in Q3 2019, buying an estimated $9.23M and bringing the position to 98,020 shares worth $10.8M. The position accounts for 3.29% of the portfolio, ranked #15.

Lucha Capital Management first reported a position in TWLO in Q2 2019 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold TWLO as of Q3 2019.

  • Lucha Capital Management held 98,020 shares of Twilio worth $10.8M as of Q3 2019.
  • Lucha Capital Management bought 71,180 Twilio shares in Q3 2019, an estimated $9.23M.
  • Twilio made up 3.29% of Lucha Capital Management's portfolio in Q3 2019, its #15 holding.
  • Lucha Capital Management first reported a position in Twilio in Q2 2019 and has held it in 2 quarters since.
  • 550 funds tracked by Wall St. Rank held Twilio as of Q3 2019.

Based on Lucha Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.