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TWLO
Twilio Inc - A
4 super-investor ownerscombined $323Mlargest position 0.8%
1 NEW
Cohort owners over time
2018Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 1
Peak: 3
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 38q | $243M | 1,930,352 |
| 2 | Viking Global Investors | 0.2% | 4q | $57M | 450,770 |
| 3 | Stanley Druckenmiller | 0.8% | 9q | $23M | 181,760 |
| 4 | Polen Capital Management | <0.1% | 4q | $341K | 2,708 |
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.8% | +100% | $23M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 90138F102. Not investment advice.