Stephen Mandel’s Twilio TWLO Stock Holding History

Stephen Mandel’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
2019 Q4	–	Sell	-15,835	Closed	-$1.74M	–	47
2019 Q3	$1.74M	Buy	+15,835	New	+$2.05M	0.01%	37

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GIM

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

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Stephen Mandel's TWLO Position: Q4 2019 in Review

Stephen Mandel sold out of Twilio (TWLO) in Q4 2019, closing a stake of 15,835 shares — an estimated $1.74M sold.

Stephen Mandel first reported a position in TWLO in Q3 2019 and held it in 1 quarter. The position peaked at $1.74M in Q3 2019. 544 funds tracked by Wall St. Rank hold TWLO as of Q4 2019.

Stephen Mandel reported no remaining Twilio position as of Q4 2019 after selling out during the quarter.
Stephen Mandel sold 15,835 Twilio shares in Q4 2019, an estimated $1.74M.
Stephen Mandel first reported a position in Twilio in Q3 2019 and held it in 1 quarter.
Stephen Mandel's Twilio position peaked at $1.74M in Q3 2019.
544 funds tracked by Wall St. Rank held Twilio as of Q4 2019.

Based on Lone Pine Capital's 13F filing for Q4 2019, filed 14 Feb 2020.