One01 Capital’s Twilio TWLO Stock Holding History

One01 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 Q2	–	Sell	-29,350	Closed	-$4.84M	–	24
2022 Q1	$4.84M	Sell	29,350 -40,800	-58%	-$7.43M	1.97%	18
2021 Q4	$18.5M	Hold	70,150	–	–	7.11%	7
2021 Q3	$22.4M	Buy	70,150 +6,400	+10%	+$2.33M	7.86%	3
2021 Q2	$25.1M	Buy	63,750 +13,700	+27%	+$4.76M	8.45%	2
2021 Q1	$17.1M	Buy	50,050 +15,000	+43%	+$5.62M	7.96%	7
2020 Q4	$11.9M	Buy	+35,050	New	+$11M	5.03%	10

Other funds holding TWLO

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

One01 Capital's TWLO Position: Q2 2022 in Review

One01 Capital sold out of Twilio (TWLO) in Q2 2022, closing a stake of 29,350 shares — an estimated $4.84M sold.

One01 Capital first reported a position in TWLO in Q4 2020 and held it in 6 quarters. The position peaked at $25.1M in Q2 2021. 761 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

One01 Capital reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
One01 Capital sold 29,350 Twilio shares in Q2 2022, an estimated $4.84M.
One01 Capital first reported a position in Twilio in Q4 2020 and held it in 6 quarters.
One01 Capital's Twilio position peaked at $25.1M in Q2 2021.
761 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on One01 Capital's 13F filing for Q2 2022, filed 15 Aug 2022.