Follow The Filings

TWLO position history

The shares of Twilio (TWLO) that VIKING GLOBAL INVESTORS LP reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2021 Q4: 5,960,796 shares, $1.6B, 4.5% of portfolio, New
  2. 2022 Q1: not held, Exit
  3. 2022 Q2: not held
  4. 2022 Q3: not held
  5. 2022 Q4: not held
  6. 2023 Q1: not held
  7. 2023 Q2: not held
  8. 2023 Q3: not held
  9. 2023 Q4: not held
  10. 2024 Q1: not held
  11. 2024 Q2: not held
  12. 2024 Q3: not held
  13. 2024 Q4: 838,385 shares, $91M, 0.29% of portfolio, New
  14. 2025 Q1: 255,514 shares, $25M, 0.08% of portfolio, Reduce −69.5%
  15. 2025 Q2: not held, Exit
  16. 2025 Q3: not held
  17. 2025 Q4: not held
  18. 2026 Q1: 450,770 shares, $57M, 0.16% of portfolio, New
  19. 2026 Q2: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders