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TWLO

Twilio Inc. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
5 of 97 filed · prev 5
Median weight
1.36%
Sector
Technology
Type
equity · US

Moves6 this quarter

Streakslongest holders · 41 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: 41 quarters.

Over time41 quarters, Q2 2016 to Q2 2026

Managers holding5 Q2 2026

Largest weight3.7% Q2 2026

Holders5 of 97 filed · 2 exited

JerichoJosh Resnick, founder3.74%2,192,455$452Madded×3.1+2.44 pp2 q
DurableHenry Ellenbogen, CIO3.70%1,846,153$381Mnew+3.70 ppnew
Whale RockAlex Sacerdote, founder1.36%821,768$170Mnew+1.36 ppnew
AtreidesGavin Baker, founder1.33%720,338$149Mtrimmed−22%−1.49 pp6 q
PolenDan Davidowitz, portfolio manager0.01%5,572$1Madded×2.1—5 q
DuquesneStanley Druckenmiller, portfolio manager———exited−0.78 pp—
VikingAndreas Halvorsen, CEO———exited−0.16 pp—