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	–	–	2.64%	19
2021 Q2	$23.1M	Sell	58,513 -19,362	-25%	-$6.72M	3.11%	16
2021 Q1	$26.5M	Sell	77,875 -15,747	-17%	-$5.9M	3.42%	12
2020 Q4	$31.7M	Sell	93,622 -11,200	-11%	-$3.5M	3.96%	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	4.04%	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

Other funds holding TWLO

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

NAMA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ThornTree Capital Partners's TWLO Position: Q1 2022 in Review

ThornTree Capital Partners sold out of Twilio (TWLO) in Q1 2022, closing a stake of 65,681 shares — an estimated $17.3M sold.

ThornTree Capital Partners first reported a position in TWLO in Q4 2018 and held it in 13 quarters. The position peaked at $33.3M in Q1 2019. 873 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

ThornTree Capital Partners reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
ThornTree Capital Partners sold 65,681 Twilio shares in Q1 2022, an estimated $17.3M.
ThornTree Capital Partners first reported a position in Twilio in Q4 2018 and held it in 13 quarters.
ThornTree Capital Partners's Twilio position peaked at $33.3M in Q1 2019.
873 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on ThornTree Capital Partners's 13F filing for Q1 2022, filed 16 May 2022.