SEC 13F Intelligence

Amova Asset Management Americas, Inc. / TWLO

Amova Asset Management Americas, Inc.’s Twilio Inc Position

Does Amova Asset Management Americas, Inc. own Twilio Inc (TWLO)? Not currently — the last reported position was 2.37M shares worth $145M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$145M
Q1 2024
Shares
2.37M
% of Portfolio
+1.44%
Quarters Held
21
position exited

Position History TWLO

Reported value by quarter
Q1 ’19: $34MQ1 ’19Q2 ’19: $35MQ3 ’19: $34MQ4 ’19: $51MQ4 ’19Q1 ’20: $96MQ2 ’20: $69MQ3 ’20: $249MQ3 ’20Q4 ’20: $451MQ1 ’21: $564MQ2 ’21: $949MQ2 ’21Q3 ’21: $722MQ4 ’21: $793MQ1 ’22: $620MQ1 ’22Q2 ’22: $343MQ3 ’22: $330MQ4 ’22: $267MQ4 ’22Q1 ’23: $301MQ2 ’23: $356MQ3 ’23: $335MQ3 ’23Q4 ’23: $427MQ1 ’24: $145Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20242.37M$145M+1.44%
Q4 20235.64M$427M+4.11%
Q3 20235.72M$335M+4.00%
Q2 20235.60M$356M+3.75%
Q1 20234.61M$301M+3.46%
Q4 20225.46M$267M+3.85%
Q3 20224.75M$330M+4.22%
Q2 20224.12M$343M+4.23%
Q1 20223.76M$620M+4.55%
Q4 20212.98M$793M+4.17%
Q3 20212.30M$722M+3.10%
Q2 20212.41M$949M+3.72%
Q1 20211.66M$564M+2.76%
Q4 20201.33M$451M+2.56%
Q3 2020998.1K$249M+2.20%
Q2 2020315.2K$69M+0.90%
Q1 20201.07M$96M+0.90%
Q4 2019521.0K$51M+0.81%
Q3 2019305.0K$34M+0.60%
Q2 2019259.5K$35M+0.69%
Q1 2019265.3K$34M+0.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amova Asset Management Americas, Inc.’s full portfolio or all institutional holders of TWLO.