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Nikko Asset Management Americas’s Twilio TWLO Stock Holding History

Nikko Asset Management Americas’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
2024
Q2 		– Sell
-2,366,953
Closed -$145M – 195
2024
Q1 		$145M Sell
2,366,953
-3,269,530
-58% -$215M 1.44% 20
2023
Q4 		$427M Sell
5,636,483
-80,205
-1% -$5M 4.11% 7
2023
Q3 		$335M Buy
5,716,688
+117,580
+2% +$7.33M 4% 7
2023
Q2 		$356M Buy
5,599,108
+993,825
+22% +$58.7M 3.75% 8
2023
Q1 		$301M Sell
4,605,283
-852,575
-16% -$52.6M 3.46% 8
2022
Q4 		$267M Buy
5,457,858
+709,838
+15% +$40.4M 3.85% 6
2022
Q3 		$330M Buy
4,748,020
+623,128
+15% +$49.8M 4.22% 7
2022
Q2 		$343M Buy
4,124,892
+369,868
+10% +$41.4M 4.23% 6
2022
Q1 		$620M Buy
3,755,024
+770,512
+26% +$140M 4.55% 4
2021
Q4 		$793M Buy
2,984,512
+689,360
+30% +$206M 4.17% 7
2021
Q3 		$722M Sell
2,295,152
-114,002
-5% -$41.5M 3.1% 9
2021
Q2 		$949M Buy
2,409,154
+754,116
+46% +$262M 3.72% 5
2021
Q1 		$564M Buy
1,655,038
+323,329
+24% +$121M 2.76% 8
2020
Q4 		$451M Buy
1,331,709
+333,582
+33% +$104M 2.56% 9
2020
Q3 		$249M Buy
998,127
+682,948
+217% +$168M 2.2% 10
2020
Q2 		$68.7M Sell
315,179
-219,690
-41% -$35.3M 0.9% 34
2020
Q1 		$47.9M Buy
534,869
+13,893
+3% +$1.53M 0.89% 37
2019
Q4 		$51.2M Buy
520,976
+215,976
+71% +$22.1M 0.81% 40
2019
Q3 		$33.5M Buy
305,000
+45,532
+18% +$5.9M 0.6% 48
2019
Q2 		$35.4M Sell
259,468
-5,783
-2% -$770K 0.69% 42
2019
Q1 		$34.3M Buy
+265,251
New +$29.9M 0.9% 28

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Nikko Asset Management Americas's TWLO Position: Q2 2024 in Review

Nikko Asset Management Americas sold out of Twilio (TWLO) in Q2 2024, closing a stake of 2,366,953 shares — an estimated $145M sold.

Nikko Asset Management Americas first reported a position in TWLO in Q1 2019 and held it in 21 quarters. The position peaked at $949M in Q2 2021. 604 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

  • Nikko Asset Management Americas reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
  • Nikko Asset Management Americas sold 2,366,953 Twilio shares in Q2 2024, an estimated $145M.
  • Nikko Asset Management Americas first reported a position in Twilio in Q1 2019 and held it in 21 quarters.
  • Nikko Asset Management Americas's Twilio position peaked at $949M in Q2 2021.
  • 604 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on Nikko Asset Management Americas's 13F filing for Q2 2024, filed 9 Aug 2024.