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Carmignac Gestion’s Twilio TWLO Stock Holding History

Carmignac Gestion’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
Q1 		$2.52M Sell
20,000
-30,000
-60% -$3.69M 0.04% 79
2025
Q4 		$7.11M Buy
+50,000
New +$6.19M 0.1% 65
2021
Q4 		– Sell
-147,479
Closed -$47.1M – 136
2021
Q3 		$47.1M Buy
147,479
+107,041
+265% +$39M 0.59% 41
2021
Q2 		$15.9M Buy
+40,438
New +$14M 0.18% 58

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Carmignac Gestion's TWLO Position: Q1 2026 in Review

Carmignac Gestion reduced its Twilio (TWLO) stake by 60% in Q1 2026, selling an estimated $3.69M and leaving 20,000 shares worth $2.52M. The position accounts for 0.04% of the portfolio, ranked #79.

Carmignac Gestion first reported a position in TWLO in Q2 2021 and has held it in 4 quarters since. The position peaked at $47.1M in Q3 2021. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Carmignac Gestion held 20,000 shares of Twilio worth $2.52M as of Q1 2026.
  • Carmignac Gestion sold 30,000 Twilio shares in Q1 2026, an estimated $3.69M.
  • Twilio made up 0.04% of Carmignac Gestion's portfolio in Q1 2026, its #79 holding.
  • Carmignac Gestion first reported a position in Twilio in Q2 2021 and has held it in 4 quarters since.
  • Carmignac Gestion's Twilio position peaked at $47.1M in Q3 2021.
  • 816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Carmignac Gestion's 13F filing for Q1 2026, filed 15 Jun 2026.