Stanley Druckenmiller's TWLO Position Overview
Stanley Druckenmiller (via Duquesne Family Office LLC) currently holds 512,800 shares of Twilio Inc. (TWLO) worth $51.33 M, representing 1.26% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 9 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 Q2 2025, reducing 161,680 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 2019 | +31,480 | New Buy | 31,480 | $129.19 |
| Q2 2019 | -16,840 | Reduce 53.49% | 14,640 | $136.34 |
| Q3 2019 | +98,675 | Add 674.01% | 113,315 | $109.96 |
| Q4 2019 | -21,341 | Reduce 18.83% | 91,974 | $98.28 |
| Q1 2020 | -65,416 | Reduce 71.12% | 26,558 | $89.50 |
| Q2 2020 | -26,558 | Sold Out | 0 | $0.00 |
| Q1 2025 | +362,155 | New Buy | 362,155 | $97.91 |
| Q2 2025 | -161,680 | Reduce 44.64% | 200,475 | $124.36 |
| Q3 2025 | +312,325 | Add 155.79% | 512,800 | $100.09 |
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 9 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 Q3 2025, Stanley Druckenmiller's firm, Duquesne Family Office LLC, owns 512,800 shares of Twilio Inc. (TWLO), valued at approximately $51.33 M.
As of the Q3 2025 filing, Twilio Inc. (TWLO) represents approximately 1.26% 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.