JAG CAPITAL MANAGEMENT, LLC

Position in TWLO — Twilio Inc

CIK 1080374 ST LOUIS, MO

Position in TWLO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$11,854,071

New position

Shares Held

57,452

first reported quarter

Ownership

0.037%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#179

of 955 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

JAG CAPITAL MANAGEMENT, LLC holds $68,187,833 across 4 Software - Infrastructure names. TWLO ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	144,898	$54,049,851
2	TWLO	Twilio Inc This page	57,452	$11,854,071
3	ORCL	Oracle Corp	12,908	$1,891,667
4	PLTR	Palantir Technologies Inc.	3,362	$392,244

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,854,071	57,452	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.