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ThornTree Capital Partners’s Twilio TWLO Stock Holding History

ThornTree Capital Partners’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
Q1 		– Sell
-65,681
Closed -$17.3M – 25
2021
Q4 		$17.3M Buy
65,681
+7,168
+12% +$2.14M 3.35% 13
2021
Q3 		$18.7M Hold
58,513
– – 3.01% 19
2021
Q2 		$23.1M Sell
58,513
-19,362
-25% -$6.72M 3.58% 16
2021
Q1 		$26.5M Sell
77,875
-15,747
-17% -$5.9M 3.77% 12
2020
Q4 		$31.7M Sell
93,622
-11,200
-11% -$3.5M 4.14% 12
2020
Q3 		$25.9M Sell
104,822
-11,900
-10% -$2.93M 3.67% 14
2020
Q2 		$25.6M Sell
116,722
-95,200
-45% -$15.3M 4.09% 13
2020
Q1 		$19M Sell
211,922
-38,800
-15% -$4.26M 5.26% 11
2019
Q4 		$24.6M Sell
250,722
-36,300
-13% -$3.71M 6.78% 9
2019
Q3 		$31.6M Buy
287,022
+86,200
+43% +$11.2M 9.66% 4
2019
Q2 		$27.4M Sell
200,822
-57,250
-22% -$7.62M 8.64% 2
2019
Q1 		$33.3M Sell
258,072
-42,000
-14% -$4.73M 9.58% 3
2018
Q4 		$26.8M Buy
+300,072
New +$24.4M 8.42% 4

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return