← Top Holdings

TWLOTWILIO INC

CUSIP: 90138F102

Technology

2

Guru Owners

$382.1M

Total Value Held

1.9M

Total Shares

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$95.5M$191.0M$286.5M$382.1MQ3 '23Q1 '24Q3 '24Q1 '25Q3 '25Q1 '26Q2 '26

Quarter-by-Quarter Activity

Q2 '262 owners · $382.1M
NEWHenry Ellenbogen$380.9M
INCREASEDPolen Capital$1.1M
SOLDAndreas Halvorsen
SOLDStanley Druckenmiller
SOLDRay Dalio
Q1 '264 owners · $92.2M
NEWAndreas Halvorsen$56.7M
NEWStanley Druckenmiller$22.9M
INCREASEDRay Dalio$12.3M
REDUCEDPolen Capital$341K
SOLDHenry Ellenbogen
Q4 '253 owners · $155.0M
NEWHenry Ellenbogen$136.8M
REDUCEDRay Dalio$17.7M
INCREASEDPolen Capital$435K
SOLDStanley Druckenmiller
Q3 '253 owners · $65.9M
INCREASEDStanley Druckenmiller$51.3M
NEWRay Dalio$14.2M
INCREASEDPolen Capital$301K
Q2 '252 owners · $26.6M
REDUCEDStanley Druckenmiller$24.9M
NEWPolen Capital$1.7M
SOLDAndreas Halvorsen
SOLDRay Dalio
Q1 '253 owners · $77.7M
NEWStanley Druckenmiller$35.5M
REDUCEDAndreas Halvorsen$25.0M
INCREASEDRay Dalio$17.2M
SOLDLee Ainslie

🏛️ Congressional Trades

TWLO: Held by 2 superinvestors · 6 congress member trades

BUYJosh GottheimerD
$1,001 - $15,0002026-05-04
SELLJosh GottheimerD
$1,001 - $15,0002025-04-17
BUYRob BresnahanR
$1,001 - $15,0002025-03-04
BUYRob BresnahanR
$1,001 - $15,0002025-02-25
BUYJosh GottheimerD
$1,001 - $15,0002025-02-06
BUYJosh GottheimerD
$1,001 - $15,0002025-01-31