Stanley Druckenmiller's TWLO Position Overview
Stanley Druckenmiller (via Duquesne Family Office LLC) currently holds 181,760 shares of Twilio Inc. (TWLO) worth $22.87 M, representing 0.68% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Stanley Druckenmiller has maintained a strategic position in TWLO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 362,155 shares. Largest reduction occurred in Q4 2025, reducing 512,800 shares.
Analysis based on 13F filings available since 2013 Q2
Stanley Druckenmiller's Twilio (TWLO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Twilio (TWLO) Trades by Stanley Druckenmiller
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +181,760 | New Buy | 181,760 | $125.82 |
| Q4 2025 | -512,800 | Sold Out | 0 | $0.00 |
| Q3 2025 | +312,325 | Add 155.79% | 512,800 | $100.09 |
| Q2 2025 | -161,680 | Reduce 44.64% | 200,475 | $124.36 |
| Q1 2025 | +362,155 | New Buy | 362,155 | $97.91 |
| Q2 2020 | -26,558 | Sold Out | 0 | $0.00 |
| Q1 2020 | -65,416 | Reduce 71.12% | 26,558 | $89.50 |
| Q4 2019 | -21,341 | Reduce 18.83% | 91,974 | $98.28 |
| Q3 2019 | +98,675 | Add 674.01% | 113,315 | $109.96 |
| Q2 2019 | -16,840 | Reduce 53.49% | 14,640 | $136.34 |
| Q1 2019 | +31,480 | New Buy | 31,480 | $129.19 |
Stanley Druckenmiller's Twilio Investment FAQs
Stanley Druckenmiller first purchased Twilio Inc. (TWLO) in Q1 2019, acquiring 31,480 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Stanley Druckenmiller has held Twilio Inc. (TWLO) for 11 quarters since Q1 2019.
Stanley Druckenmiller's largest addition to Twilio Inc. (TWLO) was in Q1 2025, adding 362,155 shares worth $35.46 M.
According to the latest 13F filing for Q1 2026, Stanley Druckenmiller's firm, Duquesne Family Office LLC, owns 181,760 shares of Twilio Inc. (TWLO), valued at approximately $22.87 M.
As of the Q1 2026 filing, Twilio Inc. (TWLO) represents approximately 0.68% of Stanley Druckenmiller's publicly disclosed stock portfolio, making it one of their key holdings.
Stanley Druckenmiller's peak holding in Twilio Inc. (TWLO) was 512,800 shares, as reported at the end of Q3 2025.