Sands Capital Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$59.6M | 1.3% | 28 |
|
|
2022
Q1 | $855M | Sell |
5,188,223
-506,502
| -9% | -$83.5M | 1.97% | 20 |
|
|
2021
Q4 | $1.5B | Buy |
5,694,725
+243,396
| +4% | +$64.1M | 2.78% | 15 |
|
|
2021
Q3 | $1.74B | Buy |
5,451,329
+920,349
| +20% | +$294M | 2.9% | 12 |
|
|
2021
Q2 | $1.79B | Buy |
4,530,980
+11,088
| +0.2% | +$4.37M | 3.03% | 8 |
|
|
2021
Q1 | $1.54B | Buy |
4,519,892
+205,428
| +5% | +$70M | 2.98% | 10 |
|
|
2020
Q4 | $1.46B | Buy |
4,314,464
+1,525,951
| +55% | +$517M | 2.77% | 10 |
|
|
2020
Q3 | $689M | Sell |
2,788,513
-239,017
| -8% | -$59.1M | 1.49% | 26 |
|
|
2020
Q2 | $664M | Sell |
3,027,530
-109,333
| -3% | -$24M | 1.61% | 25 |
|
|
2020
Q1 | $281M | Buy |
3,136,863
+1,191,888
| +61% | +$107M | 0.94% | 31 |
|
|
2019
Q4 | $191M | Sell |
1,944,975
-12,183
| -0.6% | -$1.2M | 0.56% | 41 |
|
|
2019
Q3 | $215M | Sell |
1,957,158
-69,246
| -3% | -$7.61M | 0.69% | 37 |
|
|
2019
Q2 | $276M | Sell |
2,026,404
-37,804
| -2% | -$5.15M | 0.82% | 34 |
|
|
2019
Q1 | $267M | Buy |
+2,064,208
| New | +$267M | 0.82% | 35 |
|