Henry Ellenbogen's Durable Capital Partners is back in Twilio Inc (TWLO) in 2026 Q2, after 1 quarter out, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 1.85M shares worth about $380.9M at June 30, 2026, 3.7% of the reported portfolio. TWLO enters the book as the 10th largest of 36 stock positions.
What did the 2026 Q2 filing report for TWLO?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 1.85M |
| Reported value | $380.9M |
| Portfolio weight | 3.7% |
| Rank in portfolio | 10th of 36 |
| Sold out in | 2026 Q1 |
| Out for | 1 quarter |
How big is the returning TWLO position?
Henry Ellenbogen opened 4 stock positions in 2026 Q2; TWLO is the 2nd largest of them by weight. An average stock position in the Henry Ellenbogen portfolio is 3% of the reported value, so the new name comes in above the fund's typical size.
Where does TWLO sit in the Henry Ellenbogen portfolio?
TWLO ranks 10th of 36 stock positions in the Henry Ellenbogen portfolio at 3.7%, above the fund's average stock position of 3%. The largest stock position is RBC at 10.7%. Next come DASH at 7.46% and Q at 7.23%. The three largest stocks together are 25.39% of the book. The TWLO purchase was the 3rd largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Henry Ellenbogen reported 36 stock positions, with 4 opened and 5 closed. The total portfolio value is about $10.3B, up 6% from the prior quarter.
When did Henry Ellenbogen hold TWLO before?
Henry Ellenbogen held TWLO before. The fund first reported the name in the quarter ended March 31, 2020, sold out twice, most recently in 2026 Q1, and is back after 1 quarter out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the Henry Ellenbogen TWLO trade history page.
FAQ
How many TWLO shares does Henry Ellenbogen hold?
Henry Ellenbogen holds 1.85M shares of TWLO as of June 30, 2026, worth about $380.9M.
What is TWLO's weight in the Henry Ellenbogen portfolio?
TWLO is 3.7% of the Henry Ellenbogen portfolio and ranks 10th of 36 stocks by weight.
Has Henry Ellenbogen owned TWLO before?
Yes. Henry Ellenbogen held TWLO before. The fund first reported the name in the quarter ended March 31, 2020, sold out twice, most recently in 2026 Q1, and is back after 1 quarter out.