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TWLO position history

The shares of Twilio (TWLO) that Duquesne Family Office LLC reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q1: 362,155 shares, $35M, 1.2% of portfolio, New
  2. 2025 Q2: 200,475 shares, $25M, 0.61% of portfolio, Reduce −44.6%
  3. 2025 Q3: 512,800 shares, $51M, 1.3% of portfolio, Add +155.8%
  4. 2025 Q4: not held, Exit
  5. 2026 Q1: 181,760 shares, $23M, 0.68% of portfolio, New
  6. 2026 Q2: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders