Maytus Capital Management’s Twilio TWLO Stock Holding History

Maytus 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 Q1	–	Sell	-50,000	Closed	-$13.2M	–	69
2021 Q4	$13.2M	Sell	50,000 -1,000	-2%	-$299K	3.05%	13
2021 Q3	$16.3M	Buy	51,000 +20,000	+65%	+$7.28M	5.57%	2
2021 Q2	$12.2M	Sell	31,000 -10,500	-25%	-$3.65M	3.89%	6
2021 Q1	$14.1M	Buy	41,500 +8,500	+26%	+$3.18M	4.73%	5
2020 Q4	$11.2M	Sell	33,000 -8,500	-20%	-$2.66M	4.78%	3
2020 Q3	$10.3M	Buy	+41,500	New	+$10.2M	4.73%	4
2019 Q2	–	Sell	-50,000	Closed	-$6.46M	–	69
2019 Q1	$6.46M	Buy	+50,000	New	+$5.63M	3.36%	7

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

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

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

Maytus Capital Management's TWLO Position: Q1 2022 in Review

Maytus Capital Management sold out of Twilio (TWLO) in Q1 2022, closing a stake of 50,000 shares — an estimated $13.2M sold.

Maytus Capital Management first reported a position in TWLO in Q1 2019 and held it in 7 quarters. The position peaked at $16.3M in Q3 2021. 872 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

Maytus Capital Management reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
Maytus Capital Management sold 50,000 Twilio shares in Q1 2022, an estimated $13.2M.
Maytus Capital Management first reported a position in Twilio in Q1 2019 and held it in 7 quarters.
Maytus Capital Management's Twilio position peaked at $16.3M in Q3 2021.
872 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Maytus Capital Management's 13F filing for Q1 2022, filed 13 May 2022.