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Andreas Halvorsen’s Twilio TWLO Stock Holding History

Andreas Halvorsen’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-450,770
Closed -$56.7M – 106
2026
Q1 		$56.7M Buy
+450,770
New +$55.4M 0.16% 70
2025
Q2 		– Sell
-255,514
Closed -$25M – 109
2025
Q1 		$25M Sell
255,514
-582,871
-70% -$69.1M 0.08% 81
2024
Q4 		$90.6M Buy
+838,385
New +$76.6M 0.29% 65
2022
Q1 		– Sell
-2,980,398
Closed -$785M – 110
2021
Q4 		$785M Buy
+2,980,398
New +$891M 2.26% 14

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Andreas Halvorsen's TWLO Position: Q2 2026 in Review

Andreas Halvorsen sold out of Twilio (TWLO) in Q2 2026, closing a stake of 450,770 shares — an estimated $56.7M sold.

Andreas Halvorsen first reported a position in TWLO in Q4 2021 and held it in 4 quarters. The position peaked at $785M in Q4 2021. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Andreas Halvorsen reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • Andreas Halvorsen sold 450,770 Twilio shares in Q2 2026, an estimated $56.7M.
  • Andreas Halvorsen first reported a position in Twilio in Q4 2021 and held it in 4 quarters.
  • Andreas Halvorsen's Twilio position peaked at $785M in Q4 2021.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Viking Global Investors's 13F filing for Q2 2026, filed 14 Aug 2026.