CG
TWLO icon

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
Q2 		– Sell
-20,000
Closed -$2.52M – 130
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
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 $3.38T AUM 44.17% 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

Carmignac Gestion's TWLO Position: Q2 2026 in Review

Carmignac Gestion sold out of Twilio (TWLO) in Q2 2026, closing a stake of 20,000 shares — an estimated $2.52M sold.

Carmignac Gestion first reported a position in TWLO in Q2 2021 and held it in 4 quarters. The position peaked at $47.1M in Q3 2021. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Carmignac Gestion reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • Carmignac Gestion sold 20,000 Twilio shares in Q2 2026, an estimated $2.52M.
  • Carmignac Gestion first reported a position in Twilio in Q2 2021 and held it in 4 quarters.
  • Carmignac Gestion's Twilio position peaked at $47.1M in Q3 2021.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.