Duquesne Family Office’s Twilio TWLO Stock Holding History

Duquesne Family Office’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	-181,760	Closed	-$22.9M	–	113
2026 Q1	$22.9M	Buy	+181,760	New	+$22.4M	0.68%	32
2025 Q4	–	Sell	-512,800	Closed	-$51.3M	–	86
2025 Q3	$51.3M	Buy	512,800 +312,325	+156%	+$35.2M	1.26%	23
2025 Q2	$24.9M	Sell	200,475 -161,680	-45%	-$17.2M	0.61%	41
2025 Q1	$35.5M	Buy	+362,155	New	+$42.9M	1.16%	25
2020 Q2	–	Sell	-26,558	Closed	-$2.38M	–	82
2020 Q1	$2.38M	Sell	26,558 -65,416	-71%	-$7.18M	0.1%	39
2019 Q4	$9.04M	Sell	91,974 -21,341	-19%	-$2.18M	0.27%	45
2019 Q3	$12.5M	Buy	113,315 +98,675	+674%	+$12.8M	0.48%	31
2019 Q2	$2M	Sell	14,640 -16,840	-53%	-$2.24M	0.06%	52
2019 Q1	$4.07M	Buy	+31,480	New	+$3.55M	0.12%	51

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

Duquesne Family Office's TWLO Position: Q2 2026 in Review

Duquesne Family Office sold out of Twilio (TWLO) in Q2 2026, closing a stake of 181,760 shares — an estimated $22.9M sold.

Duquesne Family Office first reported a position in TWLO in Q1 2019 and held it in 9 quarters. The position peaked at $51.3M in Q3 2025. 964 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Duquesne Family Office reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
Duquesne Family Office sold 181,760 Twilio shares in Q2 2026, an estimated $22.9M.
Duquesne Family Office first reported a position in Twilio in Q1 2019 and held it in 9 quarters.
Duquesne Family Office's Twilio position peaked at $51.3M in Q3 2025.
964 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Duquesne Family Office's 13F filing for Q2 2026, filed 14 Aug 2026.