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Zur Heatmap: Was kaufen die Superinvestoren gerade? ↓
Welche Superinvestoren halten Twilio?
Im 2. Quartal 2026 halten 4 der von uns beobachteten Superinvestoren die Twilio Aktie (TWLO). Die größten Positionen haben Henry Ellenbogen, Capital World Investors und Polen Capital Management.
Im 2. Quartal 2026: Gekauft bzw. aufgestockt haben Henry Ellenbogen, Capital World Investors, Polen Capital Management und Ken Fisher. Verkauft bzw. reduziert haben Ray Dalio und Stanley Druckenmiller.
Twilio: Käufe und Verkäufe der letzten 5 Jahre
AktieTwilio Inc (TWLO)
SektorTechnologie
Letzter Kurs$299,66 (24.09.2026)
Q2 2026 · Halter4
Q2 2026 · Käufer / Verkäufer4 / 2
Meldungen für Q2 202691 Investoren
BUY Bestand erhöht (inkl. Neueinstieg)SOLD Bestand verringert (inkl. Ausstieg)– gehalten, unverändert· kein Filing im QuartalBasis: Veränderung der Aktienanzahl zum letzten gemeldeten Quartal
| Investor | Q22026▲4▼2 | Q12026▲1▼3 | Q42025▲2▼2 | Q32025▲1▼2 | Q22025▲2▼3 | Q12025▲3▼2 | Q42024▲3▼1 | Q32024▲2▼2 | Q22024▲1▼2 | Q12024▲1▼1 | Q42023▼2 | Q32023▲2 | Q22023▲2 | Q12023▼3 | Q42022▲3 | Q32022▲2▼2 | Q22022▲2▼3 | Q12022▲3▼6 | Q42021▲4▼4 | Q32021▲5▼2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BUY | SOLD | BUY | SOLD | SOLD | BUY | |||||||||||||||
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| SOLD | SOLD | SOLD | SOLD | BUY | BUY | BUY | SOLD | BUY | SOLD | BUY | SOLD | BUY | BUY | SOLD | BUY | |||||
| SOLD | BUY | SOLD | BUY | SOLD | BUY | |||||||||||||||
| · | SOLD | SOLD | BUY | SOLD | BUY | |||||||||||||||
| SOLD | SOLD | BUY | SOLD | BUY | SOLD | BUY | BUY | SOLD | SOLD | BUY | BUY | |||||||||
| SOLD | SOLD | SOLD | SOLD | BUY | BUY | SOLD | BUY | BUY | BUY | BUY | BUY | SOLD | ||||||||
| SOLD | BUY | BUY | SOLD | SOLD | SOLD | |||||||||||||||
| SOLD | SOLD | SOLD | BUY | BUY | ||||||||||||||||
| SOLD | BUY | – | – |
Was kaufen die Superinvestoren gerade?
Alpha-Portfolio Heatmap
Netto-Käufe (Δ Aktien × Kurs) | Q2 2026 vs. Q1 2026 | Basis: 90 Investoren mit beiden Meldungen | TOP 50 Aktien/ETFs
Lade Live-Daten...
Gewichtungs-Rangliste (Top 50)
1. SPCX — Space Exploration Techn Corp +52,97 Mrd. $ 
2. KLAC — Kla Corp +12,79 Mrd. $ 
3. BKNG — Booking Holdings Inc +9,37 Mrd. $ 
4. GOOG — Alphabet Inc +7,27 Mrd. $ 
5. GOOGL — Google Inc +7,17 Mrd. $ 
6. GEV — Ge Vernova Inc +5,17 Mrd. $ 
7. GE — Ge Aerospace +4,53 Mrd. $ 
8. CVNA — Carvana Co +3,95 Mrd. $ 
9. CBRS — Cerebras Systems Inc +3,31 Mrd. $ 
10. AAPL — Apple Inc +3,06 Mrd. $ 
11. WDC — Western Digital Corp +2,88 Mrd. $ 
12. AMZN — Amazon Com Inc +2,47 Mrd. $ 
13. APP — Applovin Corp +2,18 Mrd. $ 
14. UNH — Unitedhealth Group Inc +2,07 Mrd. $ N/A 15. GOOGM — Alphabet Inc +1,97 Mrd. $
16. MS — Morgan Stanley +1,90 Mrd. $ 
17. PANW — Palo Alto Networks Inc +1,89 Mrd. $ 
18. JNJ — Johnson & Johnson +1,81 Mrd. $ 
19. WELL — Welltower Inc +1,66 Mrd. $ 
20. CSCO — Cisco Sys Inc +1,64 Mrd. $ 
21. V — Visa Inc +1,59 Mrd. $ 
22. STX — Seagate Technology Hldngs Pl +1,54 Mrd. $ 
23. DAL — Delta Air Lines Inc +1,54 Mrd. $ 
24. ROP — Roper Technologies Inc +1,54 Mrd. $ 
25. MRK — Merck & Co. Inc +1,53 Mrd. $ 
26. ARM — Arm Holdings Plc +1,53 Mrd. $ N/A 27. GOOGN — Alphabet Inc +1,35 Mrd. $
28. TSLA — Tesla Inc +1,33 Mrd. $ 
29. AKAM — Akamai Technologies Inc +1,32 Mrd. $ 
30. IEF — Ishares Tr +1,32 Mrd. $ 
31. CCL — Carnival Corp Ltd +1,29 Mrd. $ 
32. RKT — Rocket Cos Inc +1,28 Mrd. $ 
33. FDXF — Fedex Fght Hldg Co Inc +1,27 Mrd. $ 
34. NBIS — Nebius Group N.V. +1,22 Mrd. $ 
35. HUT — Hut 8 Corp +1,21 Mrd. $ 
36. DASH — Doordash Inc +1,19 Mrd. $ 
37. PG — Procter & Gamble Co +1,18 Mrd. $ 
38. FPS — Forgent Power Solutions Inc +1,18 Mrd. $ 
39. DVN — Devon Energy Corp New +1,12 Mrd. $ 
40. BDX — Becton Dickinson & Co +1,09 Mrd. $ 
41. TMO — Thermo Fisher Scientific Inc +1,04 Mrd. $ 
42. VMC — Vulcan Matls Co +956 Mio. $ 
43. FSLR — First Solar Inc +955 Mio. $ 
44. META — Meta Platforms Inc +948 Mio. $ 
45. ABBV — Abbvie Inc +934 Mio. $ 
46. FANG — Diamondback Energy Inc +906 Mio. $ 
47. NKE — Nike Inc +873 Mio. $ 
48. TTMI — Ttm Technologies Inc +844 Mio. $ 
49. BRK-B — Berkshire Hathaway Inc Del +838 Mio. $ 
50. FIS — Fidelity Natl Information Sv +820 Mio. $ 
