← Top Holdings
TWLOTWILIO INC
CUSIP: 90138F102
4
Guru Owners
$69.4M
Total Value Held
732,783
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Viking Global Investors | 450770 | $56.7M | 0.16% | $125.82 | Q1 2026 | |
| Bridgewater Associates | 97545 | $12.3M | 0.05% | $125.82 | Q1 2026 | |
| Polen Capital Management | 2708 | $341K | 0.00% | $125.82 | Q1 2026 | |
| Duquesne Family Office | 181760 | $23K | 0.68% | $0.13 | Q1 2026 |
📊 Fundamentals
Market Cap$32.2B
P/E Ratio321.2x
Above market avg
Forward P/E31.9x
P/FCF36.6x
EPS (TTM)$0.66
Revenue (TTM)$5.3B
Profit Margin1.96%
Beta1.36
52-Week Range
$91.84
$238.48
Current: $211.97
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 321.2x trailing earnings → 31.9x forward · 2.0% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '264 owners · $69.4M
SOLDHenry Ellenbogen
Q4 '253 owners · $155.0M
Q3 '253 owners · $65.9M
Q2 '252 owners · $26.6M
Q1 '253 owners · $42.3M
Q4 '243 owners · $184.2M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
10%analyst est. 9.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
16.6%current: 16.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
TWLO: Held by 4 superinvestors · 5 congress member trades
$1,001 - $15,0002025-04-17
$1,001 - $15,0002025-03-04
$1,001 - $15,0002025-02-25
$1,001 - $15,0002025-02-06
$1,001 - $15,0002025-01-31