TWLO · CUSIP 90138F102
TWILIO INC
Reported by 2 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-08-24.
- Managers holding
- 2
- Average portfolio weight
- 1.9%
- Combined reported value
- $382.1M
- Research group
- 79
2 of the 79 superinvestors Shameless Cloning tracks reported TWILIO INC (TWLO) in their Q2 2026 13F filings, worth $382.1M combined, at an average 1.9% of their portfolios. The largest positions by portfolio weight belong to Henry Ellenbogen (3.7%), Polen Capital Management (0.0%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| Henry EllenbogenDurable Capital Partners LP | 3.7% | $380.9M |
| Polen Capital ManagementPOLEN CAPITAL MANAGEMENT LLC | 0.0% | $1.1M |