Durable Capital Partners LP

Position in TWLO — Twilio Inc

CIK 1798849 Bethesda, MD

Position in TWLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$380,916,748

+$244,069,209 QoQ

Shares Held

1,846,153

+91.9% QoQ

Ownership

1.20%

of shares outstanding

% of Portfolio

3.70%

of 13F equity value

Holder Rank

#13

of 955 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Durable Capital Partners LP holds $688,713,641 across 3 Software - Infrastructure names. TWLO ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWLO	Twilio Inc This page	1,846,153	$380,916,748
2	FOUR	Shift4 Payments, Inc.	4,423,633	$215,165,509
3	WIX	Wix.com Ltd.	2,041,688	$92,631,384

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,916,748	1,846,153	+91.9%	Shares	Sole	2026-08-14
2025-12-31	$136,847,539	962,089	-9.0%	Shares	Sole	2026-02-17
2021-12-31	$278,504,433	1,057,585	-4.6%	Shares	Sole	2022-02-14
2021-09-30	$353,622,258	1,108,360	+61.4%	Shares	Sole	2021-11-15
2021-06-30	$270,657,847	686,670	-8.7%	Shares	Sole	2021-08-13
2021-03-31	$256,263,446	752,035	-19.6%	Shares	Sole	2021-05-17
2020-12-31	$316,655,241	935,466	-21.4%	Shares	Sole	2021-02-16
2020-09-30	$294,191,531	1,190,625	-5.3%	Shares	Sole	2020-11-16
2020-06-30	$275,851,752	1,257,186	+128.4%	Shares	Sole	2020-08-14
2020-03-31	$49,249,747	550,338	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.