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Twilio
TWLO

Overview Fund Activity

607 hedge funds and large institutions have $7.13B invested in Twilio in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 192 increasing their positions, 223 reducing their positions, and 163 closing their positions.

Holders
607
Holders Change
-76
Holders Change %
-11.13%
% of All Funds
9.79%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.27%
New
100
Increased
192
Reduced
223
Closed
163
Calls
$599M
Puts
$533M
Net Calls
+$66.2M
Net Calls Change
-$8.92M

Top Buyers

1
GIM
1
Generation Investment Management
United Kingdom
$357M
2
CAM
2
Contour Asset Management
New York
$105M
3
Citadel Advisors
3
Citadel Advisors
Florida
$76.5M
4
Swedbank
4
Swedbank
Sweden
$125M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$210M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Flossbach Von Storch
2
Flossbach Von Storch
Germany
$1.86M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$366M
4
HCM
4
HMI Capital Management
California
$0
5
AM
5
Atreides Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SVCP
601
Silicon Valley Capital Partners
California
$34 1 +1 New
MCMC
602
Matrix Capital Management Company
New Hampshire
– – -5,588,749 Closed
HCM
603
HMI Capital Management
California
– – -1,668,060 Closed
AM
604
Atreides Management
Massachusetts
– – -1,241,395 Closed
Jennison Associates
605
Jennison Associates
New York
– – -612,785 Closed
TG
606
TCW Group
California
– – -606,694 Closed
SCM
607
Steadview Capital Management
United Kingdom
– – -387,907 Closed
AAM
608
Ardevora Asset Management
United Kingdom
– – -298,600 Closed
MAM
609
Melqart Asset Management
United Kingdom
– – -244,153 Closed
KC
610
KCL Capital
New York
– – -200,000 Closed
NCL
611
Nishkama Capital LLC
Puerto Rico
– – -197,885 Closed
CSNH
612
Crow's Nest Holdings
Virginia
– – -189,970 Closed
HSC
613
Harbor Spring Capital
New York
– – -167,918 Closed
Squarepoint
614
Squarepoint
New York
– – -166,746 Closed
RP
615
Riverbridge Partners
Minnesota
– – -111,139 Closed
JSP
616
Jackson Square Partners
California
– – -101,408 Closed
ACM
617
Archon Capital Management
Washington
– – -80,000 Closed
AAP
618
Aristotle Atlantic Partners
Florida
– – -78,681 Closed
AAM
619
Aureus Asset Management
Massachusetts
– – -73,954 Closed
OPCM
620
Osborne Partners Capital Management
California
– – -71,408 Closed
BOTOTLSJU
621
Board of Trustees of The Leland Stanford Junior University
California
– – -71,184 Closed
OCM
622
Octahedron Capital Management
California
– – -67,000 Closed
MC
623
Metavasi Capital
New York
– – -67,000 Closed
HAM
624
Harber Asset Management
North Carolina
– – -57,620 Closed
Capital Fund Management (CFM)
625
Capital Fund Management (CFM)
France
– – -55,602 Closed
23 24
25
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