NZS Capital’s Twilio TWLO Stock Holding History

NZS 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
2022 Q3	–	Sell	-8,421	Closed	-$706K	–	69
2022 Q2	$706K	Sell	8,421 -450	-5%	-$50.3K	0.08%	60
2022 Q1	$1.46M	Buy	+8,871	New	+$1.62M	0.15%	61

Other funds holding TWLO

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

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

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

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 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 Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

NZS Capital's TWLO Position: Q3 2022 in Review

NZS Capital sold out of Twilio (TWLO) in Q3 2022, closing a stake of 8,421 shares — an estimated $706K sold.

NZS Capital first reported a position in TWLO in Q1 2022 and held it in 2 quarters. The position peaked at $1.46M in Q1 2022. 687 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

NZS Capital reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
NZS Capital sold 8,421 Twilio shares in Q3 2022, an estimated $706K.
NZS Capital first reported a position in Twilio in Q1 2022 and held it in 2 quarters.
NZS Capital's Twilio position peaked at $1.46M in Q1 2022.
687 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on NZS Capital's 13F filing for Q3 2022, filed 14 Nov 2022.