Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,842,127
-$9,318,908 QoQ
Shares Held
245,129
-13.2% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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 Mar 31, 2026AQR CAPITAL MANAGEMENT LLC holds $10,021,883,180 across 91 Software - Infrastructure names. TWLO ranks #29 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,035,598 | $3,714,877,306 | |
| 2 | VRSN |
Verisign Inc/Ca
|
3,752,370 | $931,938,608 | |
| 3 | FTNT |
Fortinet, Inc.
|
7,771,945 | $635,123,340 | |
| 4 | NTNX |
Nutanix, Inc.
|
15,154,514 | $576,023,072 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,925,824 | $574,269,528 | |
| 6 | MDB |
MongoDB, Inc.
|
1,312,130 | $321,170,054 | |
| 7 | ORCL |
Oracle Corp
|
1,764,091 | $259,515,421 | |
| 8 | S |
SentinelOne, Inc.
|
19,767,721 | $254,608,242 |
All Filings in TWLO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,842,127 | 245,129 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $40,161,035 | 282,347 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $32,866,451 | 328,369 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $63,014,702 | 506,712 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $55,365,556 | 565,474 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $69,645,993 | 644,393 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $52,998,619 | 812,613 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $64,931,952 | 1,142,967 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,351,621 | 136,576 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,712,015 | 48,926 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $210,707 | 3,600 | Shares | Other | 2023-11-14 | |
| 2023-03-31 | $5,057,283 | 75,901 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,162,073 | 44,160 | Shares | Defined | 2023-02-14 | |
| 2022-03-31 | $2,251,963 | 13,664 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,931,598 | 7,335 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,485,107 | 17,192 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,635,667 | 19,372 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,829,852 | 20,043 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,612,259 | 19,534 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,417,748 | 13,832 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,174,116 | 5,351 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $900,627 | 10,064 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||