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TWLO
2 quarters

Position history for SRS Investment Management, LLC's holdings in TWILIO INC

SRS Investment Management, LLC holds 2.1M shares of TWLO (TWILIO INC), worth $259.7M as of 2026-Q1. The position was increased (+14.0% shares). TWLO represents 2.7% of SRS Investment Management, LLC's portfolio.

Current Value

$259.7M

Current Shares

2.1M

Total Value Change

+$2.2M

Total Shares Change

+254,130

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.1M
+14.0%
$259.7M2.7%$123.51
61
2025-Q4
New
1.8M
-
$257.5M2.7%$144.14
81

Other major holders of TWLO: JENNISON ASSOCIATES LLC, BlackRock, Inc., BAILLIE GIFFORD & CO

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