Andreas Halvorsen's Viking Global sold its entire stake in Twilio (TWLO) during the second quarter of 2026, according to a recent 13F filing with the SEC. The filing, which discloses trades made through June 30, 2026, revealed the sale of all 450,770 shares, valued at approximately $56.72 million.
This disclosure provides a delayed look at Viking's portfolio adjustments, and the trades occurred at some point during the second quarter. Twilio's stock saw a significant surge in after-hours trading on August 6, 2026, after reporting strong second-quarter earnings that beat analyst expectations and raising its full-year guidance.