TWLO fund manager activity
Twilio Inc · NYSE. Reported by 16 tracked fund managers in their 13F filings, Q2 2016 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Trimmed | 720,338 | $148,627,340 | 1.33% | Aug 14, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Henry Ellenbogen - Durable Capital Partners | New | 1,846,153 | $380,916,748 | 3.70% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | New | 1,572 | $324,392 | 0.00% | Aug 4, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 10,220 | $2,108,693 | 0.00% | Aug 14, 2026 |
| Polen Capital Management | Added | 5,572 | $1,149,671 | 0.01% | Aug 4, 2026 |
| Viking Global Investors | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | New | 821,768 | $169,555,391 | 1.36% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Added | 921,602 | $115,955,964 | 2.82% | May 18, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | New | 181,760 | $22,869,000 | 0.78% | May 15, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Sold out | — | — | 0.00% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 16,767 | $2,109,624 | 0.01% | May 15, 2026 |
| Polen Capital Management | Trimmed | 2,708 | $340,721 | 0.00% | May 14, 2026 |
| Viking Global Investors | New | 450,770 | $56,715,881 | 0.16% | May 15, 2026 |
Older quarters