Dara Capital US’s Twilio TWLO Stock Holding History

Dara Capital US’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	-1,749	Closed	-$220K	–	141
2026 Q1	$220K	Buy	1,749 +75	+4%	+$9.22K	0.21%	75
2025 Q4	$238K	Buy	+1,674	New	+$207K	0.21%	76

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dara Capital US's TWLO Position: Q2 2026 in Review

Dara Capital US sold out of Twilio (TWLO) in Q2 2026, closing a stake of 1,749 shares — an estimated $220K sold.

Dara Capital US first reported a position in TWLO in Q4 2025 and held it in 2 quarters. The position peaked at $238K in Q4 2025. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Dara Capital US reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
Dara Capital US sold 1,749 Twilio shares in Q2 2026, an estimated $220K.
Dara Capital US first reported a position in Twilio in Q4 2025 and held it in 2 quarters.
Dara Capital US's Twilio position peaked at $238K in Q4 2025.
959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Dara Capital US's 13F filing for Q2 2026, filed 23 Jul 2026.