LTM
TWLO icon

Lotus Technology Management’s Twilio TWLO Stock Holding History

Lotus Technology Management’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 		$469K Buy
+2,271
New +$403K 0.58% 50
2026
Q1 		– Sell
-4,922
Closed -$700K – 148
2025
Q4 		$700K Buy
+4,922
New +$610K 0.39% 77

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

Lotus Technology Management's TWLO Position: Q2 2026 in Review

Lotus Technology Management opened a new position in Twilio (TWLO) in Q2 2026: 2,271 shares worth $469K. The stake represents 0.58% of the portfolio and ranks #50 among its holdings. This is a return to the name: Lotus Technology Management previously reported a position in TWLO as recently as Q4 2025.

Lotus Technology Management first reported a position in TWLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $700K in Q4 2025. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Lotus Technology Management held 2,271 shares of Twilio worth $469K as of Q2 2026.
  • Twilio was a new Lotus Technology Management position in Q2 2026.
  • Twilio made up 0.58% of Lotus Technology Management's portfolio in Q2 2026, its #50 holding.
  • Lotus Technology Management first reported a position in Twilio in Q4 2025 and has held it in 2 quarters since.
  • Lotus Technology Management's Twilio position peaked at $700K in Q4 2025.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Lotus Technology Management's 13F filing for Q2 2026, filed 14 Aug 2026.