Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
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 0 0.00 Sell 100.00% 1.29 $105.00–144.79 · VW $122.00i SEC
2025   Q4 962,089 1.29 Buy 1.29 $99.22–145.90 · VW $129.07i $136,847,539 SEC
2022   Q1 0 0.00 Sell 100.00% 2.23 $123.05–266.74 · VW $182.70i SEC
2021   Q4 1,057,585 2.23 Reduce 4.58% 0.13 $235.00–373.00 · VW $290.03i $278,504,000 SEC
2021   Q3 1,108,360 2.77 Add 61.41% 1.05 $311.18–412.68 · VW $356.57i $353,622,000 SEC
2021   Q2 686,670 2.03 Reduce 8.69% 0.19 $275.60–405.80 · VW $351.49i $270,658,000 SEC
2021   Q1 752,035 2.24 Reduce 19.61% 0.57 $306.04–457.30 · VW $373.37i $256,263,000 SEC
2020   Q4 935,466 2.92 Reduce 21.43% 0.71 $247.50–374.49 · VW $305.10i $316,655,000 SEC
2020   Q3 1,190,625 3.29 Reduce 5.29% 0.18 $214.32–288.81 · VW $258.04i $294,192,000 SEC
2020   Q2 1,257,186 3.44 Add 128.44% 1.93 $79.25–222.38 · VW $166.93i $275,852,000 SEC
2020   Q1 550,338 1.01 Buy 1.01 $68.06–133.00 · VW $106.96i $49,250,000 SEC
Price snapshot:
Current price$218.24
52-week low$91.84
52-week high$238.48