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Marsico Capital Management’s Twilio TWLO Stock Holding History

Marsico 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
2022
Q3 		– Sell
-35,007
Closed -$2.93M – 101
2022
Q2 		$2.93M Hold
35,007
– – 0.14% 76
2022
Q1 		$5.77M Sell
35,007
-46,850
-57% -$8.54M 0.2% 63
2021
Q4 		$21.6M Sell
81,857
-57,151
-41% -$17.1M 0.63% 34
2021
Q3 		$44.4M Buy
139,008
+10,682
+8% +$3.89M 1.36% 26
2021
Q2 		$50.6M Buy
128,326
+16,089
+14% +$5.59M 1.25% 23
2021
Q1 		$38.2M Buy
112,237
+20,265
+22% +$7.59M 1% 30
2020
Q4 		$31.1M Sell
91,972
-17,989
-16% -$5.62M 0.81% 30
2020
Q3 		$27.2M Sell
109,961
-3,618
-3% -$892K 0.75% 30
2020
Q2 		$24.9M Sell
113,579
-36,688
-24% -$5.89M 0.78% 28
2020
Q1 		$13.4M Buy
150,267
+21,658
+17% +$2.38M 0.58% 30
2019
Q4 		$12.6M Buy
128,609
+107,501
+509% +$11M 0.45% 33
2019
Q3 		$2.32M Buy
+21,108
New +$2.74M 0.09% 76
2018
Q1 		– Sell
-33,147
Closed -$782K – 91
2017
Q4 		$782K Hold
33,147
– – 0.03% 92
2017
Q3 		$989K Hold
33,147
– – 0.04% 96
2017
Q2 		$965K Hold
33,147
– – 0.04% 99
2017
Q1 		$957K Buy
+33,147
New +$1M 0.04% 101

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
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
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
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Marsico Capital Management's TWLO Position: Q3 2022 in Review

Marsico Capital Management sold out of Twilio (TWLO) in Q3 2022, closing a stake of 35,007 shares — an estimated $2.93M sold.

Marsico Capital Management first reported a position in TWLO in Q1 2017 and held it in 16 quarters. The position peaked at $50.6M in Q2 2021. 687 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

  • Marsico Capital Management reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
  • Marsico Capital Management sold 35,007 Twilio shares in Q3 2022, an estimated $2.93M.
  • Marsico Capital Management first reported a position in Twilio in Q1 2017 and held it in 16 quarters.
  • Marsico Capital Management's Twilio position peaked at $50.6M in Q2 2021.
  • 687 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on Marsico Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.