Munro Partners’s Twilio TWLO Stock Holding History

Munro Partners’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
2021 Q2	–	Sell	-140,399	Closed	-$47.8M	–	29
2021 Q1	$47.8M	Buy	+140,399	New	+$52.6M	2.06%	22

Other funds holding TWLO

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

AIM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Munro Partners's TWLO Position: Q2 2021 in Review

Munro Partners sold out of Twilio (TWLO) in Q2 2021, closing a stake of 140,399 shares — an estimated $47.8M sold.

Munro Partners first reported a position in TWLO in Q1 2021 and held it in 1 quarter. The position peaked at $47.8M in Q1 2021. 940 funds tracked by Wall St. Rank hold TWLO as of Q2 2021.

Munro Partners reported no remaining Twilio position as of Q2 2021 after selling out during the quarter.
Munro Partners sold 140,399 Twilio shares in Q2 2021, an estimated $47.8M.
Munro Partners first reported a position in Twilio in Q1 2021 and held it in 1 quarter.
Munro Partners's Twilio position peaked at $47.8M in Q1 2021.
940 funds tracked by Wall St. Rank held Twilio as of Q2 2021.

Based on Munro Partners's 13F filing for Q2 2021, filed 28 Oct 2025.