Pictet Asset Management (Switzerland)’s Twilio TWLO Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$191M	Buy	3,002,730 +336,880	+13%	+$19.9M	0.23%	123
2023 Q1	$178M	Sell	2,665,850 -433,898	-14%	-$26.8M	0.22%	133
2022 Q4	$152M	Buy	3,099,748 +862,850	+39%	+$49.1M	0.22%	140
2022 Q3	$155M	Buy	2,236,898 +276,217	+14%	+$22.1M	0.23%	139
2022 Q2	$164M	Buy	1,960,681 +424,799	+28%	+$47.5M	0.23%	134
2022 Q1	$253M	Buy	1,535,882 +748,174	+95%	+$136M	0.29%	101
2021 Q4	$207M	Buy	787,708 +379,971	+93%	+$114M	0.21%	143
2021 Q3	$130M	Buy	+407,737	New	+$148M	0.14%	187

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

AIM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

NAMA

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s TWLO Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Twilio (TWLO) stake by 13% in Q2 2023, buying an estimated $19.9M and bringing the position to 3,002,730 shares worth $191M. The position accounts for 0.23% of the portfolio, ranked #123.

Pictet Asset Management (Switzerland) first reported a position in TWLO in Q3 2021 and has held it in 8 quarters since. The position peaked at $253M in Q1 2022. 620 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

Pictet Asset Management (Switzerland) held 3,002,730 shares of Twilio worth $191M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 336,880 Twilio shares in Q2 2023, an estimated $19.9M.
Twilio made up 0.23% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #123 holding.
Pictet Asset Management (Switzerland) first reported a position in Twilio in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Twilio position peaked at $253M in Q1 2022.
620 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.