Dragoneer Investment Group, LLC / TWLO
Dragoneer Investment Group, LLC’s Twilio Inc Position
Does Dragoneer Investment Group, LLC own Twilio Inc (TWLO)? Not currently — the last reported position was 777.4K shares worth $205M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$205M
Q4 2021
Shares
777.4K
% of Portfolio
+2.35%
Quarters Held
13
position exited
Position History TWLO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 777.4K | $205M | +2.35% |
| Q3 2021 | 777.4K | $248M | +3.27% |
| Q2 2021 | 777.4K | $306M | +3.95% |
| Q1 2021 | 777.4K | $265M | +3.79% |
| Q4 2020 | 752.9K | $255M | +3.81% |
| Q3 2020 | 752.9K | $186M | +4.18% |
| Q2 2020 | 1.17M | $256M | +8.48% |
| Q1 2020 | 3.32M | $297M | +13.26% |
| Q4 2019 | 2.99M | $294M | +12.19% |
| Q3 2019 | 2.80M | $308M | +13.04% |
| Q2 2019 | 3.03M | $412M | +16.43% |
| Q1 2019 | 3.26M | $421M | +25.44% |
| Q4 2018 | 2.58M | $230M | +17.94% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dragoneer Investment Group, LLC’s full portfolio or all institutional holders of TWLO.