TWLO
Twilio Inc - A
4 super-investors hold TWLO worth a combined $323M. The largest position: Stanley Druckenmiller at 0.8% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 46 — ranked #66 of 724 scored stocks.
Why super-investors own TWLO
Stanley Druckenmiller's new position in 2026Q1 — at 0.8% of his portfolio, the highest concentration in the cohort — is the most notable development for TWLO this quarter. The cohort holds four owners in total, with Joel Greenblatt accounting for the bulk of aggregate exposure at $243M despite a modest 0.2% portfolio weight, alongside Viking Global Investors at $57M and a negligible stake from Polen Capital Management. No existing holders added or trimmed. Broader cohort interest has been essentially flat for six consecutive quarters at one owner before Druckenmiller's entry, suggesting the thesis remains narrow rather than building consensus.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 38q | $243M | 1,930,352 |
| 2 | Viking Global Investors | 0.2% | 4q | $57M | 450,770 |
| 3 | Stanley Druckenmiller | 0.8% | 9q | $23M | 181,760 |
| 4 | Polen Capital Management | <0.1% | 4q | $341K | 2,708 |
Owners of TWLO also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.8% | +100% | $23M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 90138F102. Not investment advice.