Sands Capital Management
TWLO icon

Sands Capital Management’s Twilio TWLO Stock Holding History

Sands Capital Management’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
-4,477,343
Closed -$375M – 70
2022
Q2 		$375M Sell
4,477,343
-710,880
-14% -$79.5M 1.3% 28
2022
Q1 		$855M Sell
5,188,223
-506,502
-9% -$92.3M 1.97% 20
2021
Q4 		$1.5B Buy
5,694,725
+243,396
+4% +$72.8M 2.78% 15
2021
Q3 		$1.74B Buy
5,451,329
+920,349
+20% +$335M 2.9% 12
2021
Q2 		$1.79B Buy
4,530,980
+11,088
+0.2% +$3.85M 3.03% 8
2021
Q1 		$1.54B Buy
4,519,892
+205,428
+5% +$76.9M 2.98% 10
2020
Q4 		$1.46B Buy
4,314,464
+1,525,951
+55% +$477M 2.77% 10
2020
Q3 		$689M Sell
2,788,513
-239,017
-8% -$58.9M 1.49% 26
2020
Q2 		$664M Sell
3,027,530
-109,333
-3% -$17.6M 1.61% 25
2020
Q1 		$281M Buy
3,136,863
+1,191,888
+61% +$131M 0.94% 31
2019
Q4 		$191M Sell
1,944,975
-12,183
-0.6% -$1.24M 0.56% 41
2019
Q3 		$215M Sell
1,957,158
-69,246
-3% -$8.98M 0.69% 37
2019
Q2 		$276M Sell
2,026,404
-37,804
-2% -$5.03M 0.82% 34
2019
Q1 		$267M Buy
+2,064,208
New +$232M 0.82% 35

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
Baillie Gifford & Co
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
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
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Sands Capital Management's TWLO Position: Q3 2022 in Review

Sands Capital Management sold out of Twilio (TWLO) in Q3 2022, closing a stake of 4,477,343 shares — an estimated $375M sold.

Sands Capital Management first reported a position in TWLO in Q1 2019 and held it in 14 quarters. The position peaked at $1.79B in Q2 2021. 688 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

  • Sands Capital Management reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
  • Sands Capital Management sold 4,477,343 Twilio shares in Q3 2022, an estimated $375M.
  • Sands Capital Management first reported a position in Twilio in Q1 2019 and held it in 14 quarters.
  • Sands Capital Management's Twilio position peaked at $1.79B in Q2 2021.
  • 688 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on Sands Capital Management's 13F filing for Q3 2022, filed 9 Nov 2022.