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Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
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
2019   Q4 0 0.00 Sell 100.00% 0.01 $89.81–118.34 · VW $100.69i SEC
2019   Q3 15,835 0.01 Buy 0.01 $104.22–150.44 · VW $128.78i $1,741,000 SEC
Price snapshot:
Current price$218.24
52-week low$91.84
52-week high$238.48
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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