Andreas Halvorsen - Viking Global Investors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    77
Portfolio value:    $35,748,670,967
Holdings Activity Buys Sells    History
Holding/activity history for  Twilio Inc. (TWLO)
← All TWLO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 450,770 0.16 Buy 0.16 $105.00–144.79 · VW $122.00i $56,715,881 SEC
2025   Q2 0 0.00 Sell 100.00% 0.08 $77.51–125.52 · VW $107.18i SEC
2025   Q1 255,514 0.08 Reduce 69.52% 0.20 $94.13–151.95 · VW $124.27i $25,017,376 SEC
2024   Q4 838,385 0.29 Buy 0.29 $63.19–116.43 · VW $95.15i $90,612,651 SEC
2022   Q1 0 0.00 Sell 100.00% 2.28 $123.05–266.74 · VW $182.70i SEC
2021   Q4 2,980,398 2.28 Buy 2.28 $235.00–373.00 · VW $290.03i $784,858,000 SEC
Price snapshot:
Current price$218.24
Avg. buy price$125.82
+/- since buy73.45%
52-week low$91.84
52-week high$238.48