5 hedge funds and family offices disclose a TWLO position in their latest SEC 13F filing — combined $92.5M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 450,770 | $56.7M | 0.16% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 181,760 | $22.9M | 0.78% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 97,545 | $12.3M | 0.05% | 2026-03-31 |
| 4 | Polen Capital | Polen Capital Management LLC | 3,056 | $435K | 0.00% | 2025-12-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,146 | $163K | 0.02% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold TWLO. The largest disclosed position is Viking Global at $56.7M (0.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying TWLO, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
5 hedge funds and family offices disclose a TWLO position in their latest SEC 13F filing — combined $92.5M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 450,770 | $56.7M | 0.16% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 181,760 | $22.9M | 0.78% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 97,545 | $12.3M | 0.05% | 2026-03-31 |
| 4 | Polen Capital | Polen Capital Management LLC | 3,056 | $435K | 0.00% | 2025-12-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,146 | $163K | 0.02% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold TWLO. The largest disclosed position is Viking Global at $56.7M (0.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying TWLO, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
