MORGENS WATERFALL VINTIADIS & CO INC

Position in TWLO — Twilio Inc

CIK 1016150 NEW YORK, NY

Position in TWLO

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

Position Value

$6,602,560

+$1,979,760 QoQ

Shares Held

32,000

-1.5% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

5.03%

of 13F equity value

Holder Rank

#239

of 955 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MORGENS WATERFALL VINTIADIS & CO INC holds $26,650,990 across 5 Software - Infrastructure names. TWLO ranks #1 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWLO	Twilio Inc This page	32,000	$6,602,560
2	PLTR	Palantir Technologies Inc.	50,000	$5,833,500
3	SNPS	Synopsys Inc	13,000	$5,798,910
4	MSFT	Microsoft Corp	15,000	$5,595,300
5	NET	Cloudflare, Inc.	11,500	$2,820,720

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,602,560	32,000	-1.5%	Shares	Sole	2026-08-14
2025-12-31	$4,622,800	32,500	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.