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Tairen Capital’s Twilio TWLO Stock Holding History

Tairen Capital’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
2025
Q4 		– Sell
-159,318
Closed -$15.9M – 88
2025
Q3 		$15.9M Buy
159,318
+79,000
+98% +$8.89M 1.72% 23
2025
Q2 		$9.99M Sell
80,318
-253,950
-76% -$27M 1.02% 35
2025
Q1 		$32.7M Buy
334,268
+329,768
+7,328% +$39.1M 2.16% 11
2024
Q4 		$486K Sell
4,500
-51,400
-92% -$4.7M 0.07% 61
2024
Q3 		$4.51M Buy
+55,900
New +$3.34M 0.16% 26
2023
Q1 		– Sell
-30,000
Closed -$1.47M – 42
2022
Q4 		$1.47M Buy
+30,000
New +$1.71M 0.17% 25
2022
Q1 		– Sell
-46,317
Closed -$12.2M – 61
2021
Q4 		$12.2M Buy
+46,317
New +$13.9M 1.88% 20
2019
Q4 		– Sell
-45,888
Closed -$5.05M – 41
2019
Q3 		$5.05M Buy
45,888
+23,320
+103% +$3.02M 0.74% 29
2019
Q2 		$3.08M Sell
22,568
-53,032
-70% -$7.06M 0.59% 23
2019
Q1 		$9.77M Buy
+75,600
New +$8.51M 1.09% 18

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tairen Capital's TWLO Position: Q4 2025 in Review

Tairen Capital sold out of Twilio (TWLO) in Q4 2025, closing a stake of 159,318 shares — an estimated $15.9M sold.

Tairen Capital first reported a position in TWLO in Q1 2019 and held it in 10 quarters. The position peaked at $32.7M in Q1 2025. 868 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Tairen Capital reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Tairen Capital sold 159,318 Twilio shares in Q4 2025, an estimated $15.9M.
  • Tairen Capital first reported a position in Twilio in Q1 2019 and held it in 10 quarters.
  • Tairen Capital's Twilio position peaked at $32.7M in Q1 2025.
  • 868 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Tairen Capital's 13F filing for Q4 2025, filed 17 Feb 2026.