SeaTown Holdings’s Twilio TWLO Stock Holding History

SeaTown Holdings’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 Q1	–	Sell	-250,000	Closed	-$12.2M	–	80
2022 Q4	$12.2M	Buy	+250,000	New	+$14.2M	1.81%	18
2019 Q4	–	Sell	-60,000	Closed	-$6.6M	–	92
2019 Q3	$6.6M	Sell	60,000 -50,000	-45%	-$6.48M	0.88%	46
2019 Q2	$15M	Buy	110,000 +90,000	+450%	+$12M	2.74%	14
2019 Q1	$2.58M	Buy	+20,000	New	+$2.25M	0.3%	57

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

GIM

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

AIM

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

NAMA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SeaTown Holdings's TWLO Position: Q1 2023 in Review

SeaTown Holdings sold out of Twilio (TWLO) in Q1 2023, closing a stake of 250,000 shares — an estimated $12.2M sold.

SeaTown Holdings first reported a position in TWLO in Q1 2019 and held it in 4 quarters. The position peaked at $15M in Q2 2019. 658 funds tracked by Wall St. Rank hold TWLO as of Q1 2023.

SeaTown Holdings reported no remaining Twilio position as of Q1 2023 after selling out during the quarter.
SeaTown Holdings sold 250,000 Twilio shares in Q1 2023, an estimated $12.2M.
SeaTown Holdings first reported a position in Twilio in Q1 2019 and held it in 4 quarters.
SeaTown Holdings's Twilio position peaked at $15M in Q2 2019.
658 funds tracked by Wall St. Rank held Twilio as of Q1 2023.

Based on SeaTown Holdings's 13F filing for Q1 2023, filed 25 Apr 2023.