SEC 13F Intelligence

Tybourne Capital Management (Hk) Ltd / TWLO

Tybourne Capital Management (Hk) Ltd’s Twilio Inc Position

Does Tybourne Capital Management (Hk) Ltd own Twilio Inc (TWLO)? Not currently — the last reported position was 237.9K shares worth $16M in Q1 2023; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$16M
Q1 2023
Shares
237.9K
% of Portfolio
+1.60%
Quarters Held
15
position exited

Position History TWLO

Reported value by quarter
Q1 ’19: $203MQ1 ’19Q2 ’19: $272MQ3 ’19: $328MQ3 ’19Q4 ’19: $323MQ3 ’20: $143MQ3 ’20Q4 ’20: $147MQ1 ’21: $173MQ1 ’21Q2 ’21: $266MQ3 ’21: $153MQ3 ’21Q4 ’21: $150MQ1 ’22: $39MQ1 ’22Q2 ’22: $42MQ3 ’22: $28MQ3 ’22Q4 ’22: $10MQ1 ’23: $16MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2023237.9K$16M+1.60%
Q4 2022197.6K$10M+0.96%
Q3 2022400.2K$28M+2.66%
Q2 2022504.3K$42M+3.05%
Q1 2022236.4K$39M+2.31%
Q4 2021570.1K$150M+4.46%
Q3 2021480.0K$153M+3.86%
Q2 2021675.9K$266M+5.61%
Q1 2021507.5K$173M+3.80%
Q4 2020433.0K$147M+3.05%
Q3 2020579.0K$143M+3.52%
Q4 20193.29M$323M+12.39%
Q3 20192.98M$328M+14.24%
Q2 20192.00M$272M+9.68%
Q1 20191.57M$203M+7.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tybourne Capital Management (Hk) Ltd’s full portfolio or all institutional holders of TWLO.