Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$486,319
+$189,762 QoQ
Shares Held
2,357
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#575
of 955 holders
Holding Since
Mar 2020
24 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, 2026BRANDYWINE MANAGERS, LLC holds $43,005,326 across 8 Software - Infrastructure names. TWLO ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
129,756 | $24,755,498 | |
| 2 | PATH |
UiPath, Inc.
|
1,009,684 | $10,975,265 | |
| 3 | NET |
Cloudflare, Inc.
|
10,677 | $2,618,854 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,689 | $1,599,042 | |
| 5 | MDB |
MongoDB, Inc.
|
3,521 | $1,182,703 | |
| 6 | IOT |
Samsara Inc.
|
30,970 | $1,004,357 | |
| 7 | TWLO |
Twilio Inc
This page
|
2,357 | $486,319 | |
| 8 | OKTA |
Okta, Inc.
|
2,809 | $383,288 |
All Filings in TWLO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,319 | 2,357 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $296,557 | 2,357 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $335,259 | 2,357 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $235,912 | 2,357 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $293,116 | 2,357 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $230,773 | 2,357 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $254,744 | 2,357 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $598,169 | 9,782 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $742,160 | 9,782 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $572,540 | 9,782 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $622,330 | 9,782 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $651,774 | 9,782 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $478,926 | 9,782 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $676,327 | 9,782 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $819,829 | 9,782 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,612,171 | 9,782 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,575,991 | 9,782 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,120,947 | 9,782 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,855,673 | 9,782 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,333,314 | 9,782 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,471,050 | 7,300 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,803,757 | 7,300 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,601,766 | 7,300 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $653,277 | 7,300 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||