Position in TWLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$71,461,982
+$71,377,054 QoQ
Shares Held
346,348
+51210.8% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#68
of 955 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LOS ANGELES CAPITAL MANAGEMENT LLC holds $1,777,135,764 across 70 Software - Infrastructure names. TWLO ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,817,372 | $1,050,936,103 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,106,716 | $129,120,555 | |
| 3 | MDB |
MongoDB, Inc.
|
323,637 | $108,709,668 | |
| 4 | GEN |
Gen Digital Inc.
|
4,350,084 | $108,273,590 | |
| 5 | NTAP |
NetApp, Inc.
|
527,183 | $81,586,841 | |
| 6 | TWLO |
Twilio Inc
This page
|
346,348 | $71,461,982 | |
| 7 | XYZ |
Block, Inc.
|
785,011 | $59,660,836 | |
| 8 | FFIV |
F5, Inc.
|
92,416 | $38,441,359 |
All Filings in TWLO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,461,982 | 346,348 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $84,928 | 675 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $99,852 | 702 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $815,733 | 8,150 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $10,919,181 | 87,803 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,241,378 | 84,173 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $49,115,334 | 454,435 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,167,651 | 33,236 | Shares | Sole | 2024-11-04 | |
| 2023-12-31 | $2,016,700 | 26,581 | Shares | Sole | 2024-02-06 | |
| 2022-06-30 | $624,887 | 7,456 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $493,441 | 2,994 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $1,533,673 | 4,807 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $8,574,556 | 21,754 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,910,272 | 20,279 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,676,448 | 10,861 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $1,251,510 | 5,065 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $312,234 | 1,423 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||