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TWLO —
TWILIO INC
CUSIP: 90138F102 · Held by 4 superinvestors · Combined value: $561,941,736
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.1% | $406,914,076 | 2,860,757 | ADD | +1,281,532 |
| 2 | Henry Ellenbogen | 1.3% | $136,847,539 | 962,089 | NEW BUY | +962,089 |
| 3 | Ray Dalio | 0.1% | $17,745,436 | 124,757 | REDUCE | -17,573 |
| 4 | Polen Capital | 0.0% | $434,685 | 3,056 | ADD | +45 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Henry Ellenbogen | NEW BUY | +962,089 | New |
| Ken Griffin | ADD | +1,281,532 | +81.1% |
| Polen Capital | ADD | +45 | +1.5% |
| Ray Dalio | REDUCE | -17,573 | -12.3% |
| Stanley Druckenmiller | SOLD | -512,800 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Stanley Druckenmiller | ADD | +312,325 | +155.8% |
| Ken Griffin | REDUCE | -105,365 | -6.3% |
| Polen Capital | REDUCE | -10,302 | -77.4% |
| Ray Dalio | REDUCE | -234,048 | -62.2% |
Who Owns TWLO? Superinvestor Holdings
TWILIO INC is held by 4 tracked superinvestors, with a combined position value of $562 million . The largest positions are held by Ken Griffin (0.1% of portfolio), Henry Ellenbogen (1.3% of portfolio), Ray Dalio (0.1% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 1 reduced or exited.