Andreas Halvorsen's TWLO Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 450,770 shares of Twilio Inc. (TWLO) worth $56.72 M, representing 0.16% of the portfolio. First purchased in 2021-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Andreas Halvorsen has maintained this position in TWLO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 838,385 shares. Largest reduction occurred in Q1 2022, reducing 2.98 M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's Twilio (TWLO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Twilio (TWLO) Trades by Andreas Halvorsen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +450,770 | New Buy | 450,770 | $125.82 |
| Q2 2025 | -255,514 | Sold Out | 0 | $0.00 |
| Q1 2025 | -582,871 | Reduce 69.52% | 255,514 | $97.91 |
| Q4 2024 | +838,385 | New Buy | 838,385 | $108.08 |
| Q1 2022 | -2.98 M | Sold Out | 0 | $0.00 |
| Q4 2021 | +2.98 M | New Buy | 2.98 M | $263.34 |
Andreas Halvorsen's Twilio Investment FAQs
Andreas Halvorsen first purchased Twilio Inc. (TWLO) in Q4 2021, acquiring 2,980,398 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held Twilio Inc. (TWLO) for 6 quarters since Q4 2021.
Andreas Halvorsen's largest addition to Twilio Inc. (TWLO) was in Q4 2021, adding 2,980,398 shares worth $784.86 M.
According to the latest 13F filing for Q1 2026, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 450,770 shares of Twilio Inc. (TWLO), valued at approximately $56.72 M.
As of the Q1 2026 filing, Twilio Inc. (TWLO) represents approximately 0.16% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings.
Andreas Halvorsen's peak holding in Twilio Inc. (TWLO) was 2,980,398 shares, as reported at the end of Q4 2021.