Position in TWLO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,856,970
+$512,206 QoQ
Shares Held
9,000
-15.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#372
of 955 holders
Holding Since
Mar 2020
26 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, 2026FORMULA GROWTH LTD holds $15,027,382 across 7 Software - Infrastructure names. TWLO ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CALX |
Calix, Inc
|
115,000 | $4,291,800 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,946 | $3,732,804 | |
| 3 | MDB |
MongoDB, Inc.
|
6,000 | $2,015,400 | |
| 4 | TWLO |
Twilio Inc
This page
|
9,000 | $1,856,970 | |
| 5 | WEX |
WEX Inc.
|
8,200 | $1,156,938 | |
| 6 | CLBT |
Cellebrite DI Ltd.
|
70,000 | $1,022,000 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
13,000 | $951,470 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,970 | 9,000 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,344,764 | 10,688 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,520,261 | 10,688 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,502,250 | 25,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,741,040 | 14,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,613,022 | 26,688 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,668,279 | 24,688 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,631,971 | 55,688 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,447,685 | 60,688 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,099,571 | 50,688 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,086,998 | 40,688 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,259,418 | 55,688 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,288,390 | 51,688 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,132,276 | 47,010 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,315,220 | 47,288 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,269,492 | 47,288 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,248,161 | 50,688 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,622,694 | 52,319 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,647,136 | 59,418 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,818,179 | 49,579 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,540,610 | 29,279 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,680,912 | 34,279 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,820,562 | 29,012 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,504,290 | 42,512 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $12,355,979 | 56,312 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,797,940 | 98,312 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||