Ray Dalio's TWLO Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 124,757 shares of Twilio Inc. (TWLO) worth $17.75 M, representing 0.06% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in TWLO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 200,353 shares. Largest reduction occurred in Q3 2025, reducing 234,048 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Twilio (TWLO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Twilio (TWLO) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2021 | +3,371 | New Buy | 3,371 | $319.19 |
| Q4 2021 | -3,371 | Sold Out | 0 | $0.00 |
| Q1 2022 | +1,464 | New Buy | 1,464 | $164.62 |
| Q2 2022 | +5,838 | Add 398.77% | 7,302 | $83.81 |
| Q3 2022 | -2,905 | Reduce 39.78% | 4,397 | $69.14 |
| Q4 2022 | +5,981 | Add 136.02% | 10,378 | $48.96 |
| Q1 2023 | -10,378 | Sold Out | 0 | $0.00 |
| Q2 2024 | +150,555 | New Buy | 150,555 | $56.81 |
| Q3 2024 | -57,926 | Reduce 38.47% | 92,629 | $65.22 |
| Q4 2024 | +50,260 | Add 54.26% | 142,889 | $108.08 |
| Q1 2025 | +33,136 | Add 23.19% | 176,025 | $97.91 |
| Q2 2025 | +200,353 | Add 113.82% | 376,378 | $124.36 |
| Q3 2025 | -234,048 | Reduce 62.18% | 142,330 | $100.09 |
| Q4 2025 | -17,573 | Reduce 12.35% | 124,757 | $142.24 |
Ray Dalio's Twilio Investment FAQs
Ray Dalio first purchased Twilio Inc. (TWLO) in Q3 2021, acquiring 3,371 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Twilio Inc. (TWLO) for 14 quarters since Q3 2021.
Ray Dalio's largest addition to Twilio Inc. (TWLO) was in Q2 2025, adding 376,378 shares worth $46.81 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 124,757 shares of Twilio Inc. (TWLO), valued at approximately $17.75 M.
As of the Q4 2025 filing, Twilio Inc. (TWLO) represents approximately 0.06% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Twilio Inc. (TWLO) was 376,378 shares, as reported at the end of Q2 2025.