Maverick Capital’s Twilio TWLO Stock Holding History

Maverick 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
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	0.95%	35
2023 Q4	$45.2M	Sell	595,887 -9,774	-2%	-$609K	0.93%	35
2023 Q3	$35.4M	Buy	605,661 +107,890	+22%	+$6.72M	0.83%	35
2023 Q2	$31.7M	Buy	+497,771	New	+$29.4M	0.68%	33
2022 Q2	–	Sell	-120,442	Closed	-$19.9M	–	268
2022 Q1	$19.9M	Sell	120,442 -20,619	-15%	-$3.76M	0.36%	53
2021 Q4	$37.1M	Buy	141,061 +35,375	+33%	+$10.6M	0.45%	50
2021 Q3	$33.7M	Buy	105,686 +104,133	+6,705%	+$37.9M	0.37%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return