WhaleCreep

Which hedge funds own TWLO? TWILIO INC, Q2 2026 13F holders

TechnologySoftware - Infrastructure

95 tracked hedge funds disclosed a position in TWLO (TWILIO INC) in their Q2 2026 13F filings, worth $3.6bn in total. The largest holder by portfolio weight is Ogborne Capital Management, LLC at 9.2% of its book. 37 opened a new position this quarter: Ogborne Capital Management, LLC, Morgens Waterfall Vintiadis & Co Inc, Shannon River Fund Management LLC, Durable Capital Partners LP. 17 exited: Alta Park Capital, LP, Slate Path Capital LP, Duquesne Family Office LLC.

95
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
37
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
17
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$992m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$269m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$3.6bn
Combined value
Sum of the holders' reported positions in the security.
7.7%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

95 rows
Ogborne Capital Management, LLC Hedge fund9.2%$20.1m97,500–new
Circumference Group LLC Hedge fund9.0%$4.1m20,000−20%reduced
Toronado Partners, LLC Hedge fund7.0%$2.5m11,999−68%reduced
No Street GP LP Hedge fund6.3%$105m510,000−29%reduced
Morgens Waterfall Vintiadis & Co Inc Hedge fund5.0%$6.6m32,000–new
RJA Asset Management LLC Hedge fund4.4%$14.0m68,0820.0%held
Jericho Capital Asset Management L.P. Hedge fund3.7%$452m2.19m+214%added
Shannon River Fund Management LLC Hedge fund3.7%$41.5m201,352–new
Durable Capital Partners LP Hedge fund3.7%$381m1.85m–new
Occam Crest Management LP Hedge fund3.7%$6.7m35,500−17%reduced
Panoramic Capital, LLC Hedge fund3.2%$7.5m36,483−34%reduced
Deepwater Asset Management, LLC Hedge fund3.0%$6.6m31,926–new
Dorsal Capital Management, LP Hedge fund3.0%$82.5m400,000−43%reduced
Benchstone Capital Management LP Hedge fund2.9%$23.2m112,252–new
Beaconlight Capital, LLC Hedge fund2.7%$6.1m29,366–new
Sachem Head Capital Management LP Hedge fund2.7%$128m620,000−73%reduced
G2 Investment Partners Management LLC Hedge fund2.3%$12.4m60,004–new
Spark Investment Management LLC Hedge fund2.1%$1.1m5,2000.0%held
SRS Investment Management, LLC Hedge fund2.1%$222m1.08m−48%reduced
Alkeon Capital Management LLC Hedge fund1.9%$482m2.34m+27%added
Ardsley Advisory Partners LP Hedge fund1.5%$14.2m69,000+46%added
Nishkama Capital, LLC Hedge fund1.4%$12.3m59,422–new
Summit Partners Public Asset Management, LLC Hedge fund1.4%$53.2m257,911–new
Whale Rock Capital Management LLC Hedge fund1.4%$170m821,768–new
Atreides Management, LP Hedge fund1.3%$149m720,338−22%reduced
Sunstone Asset Management, LP Hedge fund1.2%$1.1m5,166−55%reduced
Pinnbrook Capital Management LP Hedge fund1.0%$6.1m29,600–new
West Tower Group, LLC Hedge fund0.9%$309k1,500–new
Cooper Creek Partners Management LLC Hedge fund0.8%$20.3m98,430−23%reduced
Q Fund Management (Hong Kong) Ltd Hedge fund0.8%$858k4,160–new
Meridiem Capital Partners LP Hedge fund0.8%$16.8m81,500+0.3%held
Telemark Asset Management, LLC Hedge fund0.7%$10.3m50,0000.0%held
Polar Capital Holdings Plc Hedge fund0.7%$249m1.20m+551%added
Formula Growth Ltd Hedge fund0.7%$1.9m9,000−16%reduced
Dockside LLC Hedge fund0.6%$2.6m12,550–new
Lotus Technology Management, LP Hedge fund0.6%$469k2,271–new
FORA Capital, LLC Hedge fund0.6%$8.3m40,019–new
FirstWave Capital Management LLC Hedge fund0.5%$1.2m6,025–new
Delta Global Management LP Hedge fund0.4%$4.0m19,549−68%reduced
Capital Fund Management S.A. Hedge fund0.4%$51.4m248,952+37%added
Seldon Capital LP Hedge fund0.3%$1.1m5,229–new
Balyasny Asset Management L.P. Hedge fund0.3%$156m755,608−32%reduced
Polymer Capital Management (HK) LTD Hedge fund0.3%$2.7m13,000–new
Entropy Technologies, LP Hedge fund0.3%$6.8m32,720–new
FNY Investment Advisers, LLC Hedge fund0.3%$722k3,500–new
Kintegral Advisory, LLC Hedge fund0.2%$3.1m14,8350.0%held
Brandywine Managers, LLC Hedge fund0.2%$486k2,3570.0%held
Graham Capital Management, L.P. Hedge fund0.2%$8.1m39,388+81%added
Qube Research & Technologies Ltd Hedge fund0.2%$176m854,257–new
ABS Investment Management LLC Hedge fund0.2%$309k206–