Stanley Druckenmiller’s Twilio TWLO Stock Holding History

Stanley Druckenmiller’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	$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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Stanley Druckenmiller's TWLO Position: Q1 2026 in Review

Stanley Druckenmiller opened a new position in Twilio (TWLO) in Q1 2026: 181,760 shares worth $22.9M. The stake represents 0.68% of the portfolio and ranks #32 among its holdings. This is a return to the name: Stanley Druckenmiller previously reported a position in TWLO as recently as Q3 2025.

Stanley Druckenmiller first reported a position in TWLO in Q1 2019 and has held it in 9 quarters since. The position peaked at $51.3M in Q3 2025. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Stanley Druckenmiller held 181,760 shares of Twilio worth $22.9M as of Q1 2026.
Twilio was a new Stanley Druckenmiller position in Q1 2026.
Twilio made up 0.68% of Stanley Druckenmiller's portfolio in Q1 2026, its #32 holding.
Stanley Druckenmiller first reported a position in Twilio in Q1 2019 and has held it in 9 quarters since.
Stanley Druckenmiller's Twilio position peaked at $51.3M in Q3 2025.
815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Duquesne Family Office's 13F filing for Q1 2026, filed 15 May 2026.