Position in TWLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,149,670
+$808,950 QoQ
Shares Held
5,572
+105.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#433
of 955 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,355,870,904 across 10 Software - Infrastructure names. TWLO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,098,613 | $782,824,621 | |
| 2 | ORCL |
Oracle Corp
|
3,574,259 | $523,807,656 | |
| 3 | SNPS |
Synopsys Inc
|
41,267 | $18,407,970 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
101,350 | $15,914,990 | |
| 5 | DLO |
dLocal Ltd
|
456,087 | $5,926,850 | |
| 6 | RXT |
Rackspace Technology, Inc.
|
709,189 | $4,631,004 | |
| 7 | FIVN |
Five9, Inc.
|
117,256 | $2,499,897 | |
| 8 | TWLO |
Twilio Inc
This page
|
5,572 | $1,149,670 |
All Filings in TWLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,670 | 5,572 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $340,720 | 2,708 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $434,685 | 3,056 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $301,370 | 3,011 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,655,604 | 13,313 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||