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Suvretta Capital Management’s Twilio TWLO Stock Holding History

Suvretta 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
2021
Q4 		– Sell
-516,520
Closed -$165M – 114
2021
Q3 		$165M Buy
516,520
+202,520
+64% +$73.7M 2.78% 12
2021
Q2 		$124M Buy
+314,000
New +$109M 1.85% 20

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Suvretta Capital Management's TWLO Position: Q4 2021 in Review

Suvretta Capital Management sold out of Twilio (TWLO) in Q4 2021, closing a stake of 516,520 shares — an estimated $165M sold.

Suvretta Capital Management first reported a position in TWLO in Q2 2021 and held it in 2 quarters. The position peaked at $165M in Q3 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • Suvretta Capital Management reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
  • Suvretta Capital Management sold 516,520 Twilio shares in Q4 2021, an estimated $165M.
  • Suvretta Capital Management first reported a position in Twilio in Q2 2021 and held it in 2 quarters.
  • Suvretta Capital Management's Twilio position peaked at $165M in Q3 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Suvretta Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.