Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,371,727
New position
Shares Held
181,126
first reported quarter
Ownership
0.118%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#95
of 955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Zurich Insurance Group Ltd/FI holds $776,365,728 across 8 Software - Infrastructure names. TWLO ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,203,409 | $448,895,625 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
497,768 | $94,966,667 | |
| 3 | ORCL |
Oracle Corp
|
495,414 | $72,602,921 | |
| 4 | FTNT |
Fortinet, Inc.
|
388,310 | $59,652,182 | |
| 5 | PANW |
Palo Alto Networks Inc
|
138,277 | $47,155,222 | |
| 6 | TWLO |
Twilio Inc
This page
|
181,126 | $37,371,727 | |
| 7 | XYZ |
Block, Inc.
|
177,741 | $13,508,316 | |
| 8 | NTAP |
NetApp, Inc.
|
14,300 | $2,213,068 |
All Filings in TWLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,371,727 | 181,126 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||