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TWLO

Twilio Inc. · XNYS

Now
5 holders · 0 updated for Q3 · 5 on earlier filings (Q3 due Nov 14)
Holders
5 now · 0 on Q3 2026
Median weight
1.36%
Sector
Technology
Type
equity · US

Moves

No moves yet in Q3 · 0 of its 5 holders have filed · due Nov 14

Streakslongest holders · 42 quarters on record

  1. Atreides Gavin Baker, founder 1.3%6 quarters
  2. Polen Dan Davidowitz, portfolio manager 0.0%5 quarters
  3. Jericho Josh Resnick, founder 3.7%2 quarters
  4. Durable Henry Ellenbogen, CIO 3.7%new
  5. Whale Rock Alex Sacerdote, founder 1.4%new

The record for TWLO begins Q2 2016: 42 quarters.

Over timeNow 5 holders · 41 complete quarters, Q2 2016 to Q2 2026

Managers holding5 Q2 2026

Largest weight3.7% Q2 2026

Holders5 now · 0 on Q3 2026 · 2 exited

JerichoQ2 2026Q3 due Nov 14Josh Resnick, founder3.74%2,192,455$452Madded×3.1+2.44 pp2 q
DurableQ2 2026Q3 due Nov 14Henry Ellenbogen, CIO3.70%1,846,153$381Mnew—new
Whale RockQ2 2026Q3 due Nov 14Alex Sacerdote, founder1.36%821,768$170Mnew—new
AtreidesQ2 2026Q3 due Nov 14Gavin Baker, founder1.33%720,338$149Mtrimmed−22%−1.49 pp6 q
PolenQ2 2026Q3 due Nov 14Dan Davidowitz, portfolio manager0.01%5,572$1Madded×2.1+0.01 pp5 q
VikingQ2 2026Q3 due Nov 14Andreas Halvorsen, CEO———exited0.00 pp—
DuquesneQ2 2026Q3 due Nov 14Stanley Druckenmiller, portfolio manager———exited0.00 pp—