← Top Holdings
TWLOTWILIO INC
CUSIP: 90138F102
3
Guru Owners
$155.0M
Total Value Held
1.1M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Durable Capital Partners | 962089 | $136.8M | 1.29% | $142.24 | Q4 2025 | |
| Bridgewater Associates | 124757 | $17.7M | 0.06% | $142.24 | Q4 2025 | |
| Polen Capital Management | 3056 | $435K | 0.00% | $142.24 | Q4 2025 |
📊 Fundamentals
Market Cap$22.7B
P/E Ratio747.5x
Above market avg
Forward P/E23.4x
P/FCF24.0x
EPS (TTM)$0.20
Revenue (TTM)$5.1B
Profit Margin0.67%
Beta1.28
52-Week Range
$82.11
$149.67
Current: $149.50
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 747.5x trailing earnings → 23.4x forward · 0.7% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '253 owners · $155.0M
Q3 '253 owners · $65.9M
Q2 '252 owners · $26.6M
Q1 '253 owners · $77.7M
Q4 '243 owners · $184.2M
Q3 '242 owners · $56.1M
💰 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
8%analyst est. 8.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
18.6%current: 18.6%
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 3 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