Dorsal Capital Management, LP / TWLO
Dorsal Capital Management, LP’s Twilio Inc Position
Does Dorsal Capital Management, LP own Twilio Inc (TWLO)? Yes — 700.0K shares worth $88M (+3.42% of its 13F portfolio) as of Q1 2026, up from 550.0K shares the prior filed quarter.
Position Value
$88M
Q1 2026
Shares
700.0K
% of Portfolio
+3.42%
Quarters Held
15
currently held
Position History TWLO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 700.0K | $88M | +3.42% |
| Q4 2025 | 550.0K | $78M | +2.72% |
| Q4 2023 | 1.15M | $87M | +2.69% |
| Q3 2023 | 1.10M | $64M | +2.20% |
| Q2 2023 | 800.0K | $51M | +1.75% |
| Q1 2023 | 500.0K | $33M | +1.07% |
| Q4 2021 | 230.0K | $61M | +3.48% |
| Q3 2021 | 325.0K | $104M | +5.07% |
| Q2 2021 | 330.0K | $130M | +6.08% |
| Q1 2021 | 250.0K | $85M | +4.33% |
| Q4 2020 | 275.0K | $93M | +5.39% |
| Q3 2020 | 275.0K | $68M | +5.24% |
| Q2 2020 | 400.0K | $88M | +5.42% |
| Q1 2020 | 425.0K | $38M | +3.08% |
| Q4 2019 | 325.0K | $32M | +1.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dorsal Capital Management, LP’s full portfolio or all institutional holders of TWLO.