2 tracked superinvestors hold Twilio Inc (TWLO), worth $80M combined, led by Andreas Halvorsen. Smart money is accumulating TWLO as of the latest 13F filings.
Current price
$218.60
+82.9%
1Y
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of…
Market cap
$27.8B
P/E
277.79
Div yield
0.0%
Revenue YoY
13.7%
Analyst target
$201
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$80M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating TWLO: 2 funds added or opened versus 0 trimming. 2 opened a brand-new position.
Twilio Inc (TWLO) is held by 2 tracked funds worth $80M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Andreas Halvorsen at 0.2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 2 funds opened a brand-new position (Andreas Halvorsen, Stanley Druckenmiller), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.2% | $57M | |
| New buy | 0.7% | $23M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own TWLO?
2 tracked funds hold Twilio Inc (TWLO), the largest being Andreas Halvorsen (Viking Global Investors) at 0.2% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling TWLO?
In the most recent 13F quarter, 2 tracked funds added or opened TWLO and 0 trimmed it, including 2 brand-new positions.
How much TWLO do tracked funds hold?
Combined disclosed long exposure to TWLO across tracked superinvestors is $80M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.