Tiger Global Management’s Twilio TWLO Stock Holding History

Tiger Global 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
2022 Q2	–	Sell	-125,000	Closed	-$20.6M	–	86
2022 Q1	$20.6M	Buy	125,000 +50,299	+67%	+$9.17M	0.08%	72
2021 Q4	$19.7M	Hold	74,701	–	–	0.04%	109
2021 Q3	$23.8M	Hold	74,701	–	–	0.05%	102
2021 Q2	$29.4M	Hold	74,701	–	–	0.05%	88
2021 Q1	$25.5M	Hold	74,701	–	–	0.06%	74
2020 Q4	$25.3M	Sell	74,701 -1,816,799	-96%	-$568M	0.06%	65
2020 Q3	$467M	Sell	1,891,500 -14,500	-0.8%	-$3.57M	1.32%	25
2020 Q2	$418M	Hold	1,906,000	–	–	1.62%	20
2020 Q1	$171M	Hold	1,906,000	–	–	1.03%	30
2019 Q4	$187M	Buy	1,906,000 +827,000	+77%	+$84.5M	1.03%	23
2019 Q3	$119M	Hold	1,079,000	–	–	0.63%	28
2019 Q2	$147M	Buy	1,079,000 +29,000	+3%	+$3.86M	0.8%	26
2019 Q1	$136M	Buy	+1,050,000	New	+$118M	0.75%	28
2018 Q4	–	Sell	-1,030,000	Closed	-$88.9M	–	70
2018 Q3	$88.9M	Buy	+1,030,000	New	+$75.3M	0.42%	34

Other funds holding TWLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Tiger Global Management's TWLO Position: Q2 2022 in Review

Tiger Global Management sold out of Twilio (TWLO) in Q2 2022, closing a stake of 125,000 shares — an estimated $20.6M sold.

Tiger Global Management first reported a position in TWLO in Q3 2018 and held it in 14 quarters. The position peaked at $467M in Q3 2020. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

Tiger Global Management reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
Tiger Global Management sold 125,000 Twilio shares in Q2 2022, an estimated $20.6M.
Tiger Global Management first reported a position in Twilio in Q3 2018 and held it in 14 quarters.
Tiger Global Management's Twilio position peaked at $467M in Q3 2020.
760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Tiger Global Management's 13F filing for Q2 2022, filed 15 Aug 2022.