XN LP’s Twilio TWLO Stock Holding History

XN LP’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 Q4	–	Sell	-24,325	Closed	-$1.68M	–	14
2022 Q3	$1.68M	Hold	24,325	–	–	0.2%	14
2022 Q2	$2.04M	Sell	24,325 -343,846	-93%	-$38.5M	0.2%	15
2022 Q1	$60.7M	Buy	+368,171	New	+$67.1M	4.69%	9

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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 $175B AUM 40.63% 1-Year Est. Return

NAMA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

XN LP's TWLO Position: Q4 2022 in Review

XN LP sold out of Twilio (TWLO) in Q4 2022, closing a stake of 24,325 shares — an estimated $1.68M sold.

XN LP first reported a position in TWLO in Q1 2022 and held it in 3 quarters. The position peaked at $60.7M in Q1 2022. 613 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

XN LP reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
XN LP sold 24,325 Twilio shares in Q4 2022, an estimated $1.68M.
XN LP first reported a position in Twilio in Q1 2022 and held it in 3 quarters.
XN LP's Twilio position peaked at $60.7M in Q1 2022.
613 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on XN LP's 13F filing for Q4 2022, filed 14 Feb 2023.