Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$72,957,858
+$29,308,243 QoQ
Shares Held
579,859
+89.0% QoQ
Ownership
0.382%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$62,910
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MARSHALL WACE, LLP holds $3,459,731,264 across 87 Software - Infrastructure names. TWLO ranks #13 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,370,398 | $1,247,620,226 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,957,372 | $432,604,375 | |
| 3 | NET |
Cloudflare, Inc.
|
986,607 | $203,576,486 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
363,948 | $142,088,938 | |
| 5 | RELY |
Remitly Global, Inc.
|
6,399,375 | $100,278,205 | |
| 6 | SNPS |
Synopsys Inc
|
237,917 | $94,329,331 | |
| 7 | PANW |
Palo Alto Networks Inc
|
575,068 | $92,194,901 | |
| 8 | ORCL |
Oracle Corp
|
588,225 | $86,533,778 |
All Filings in TWLO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,910 | 500 | Put | Other | 2026-05-15 | |
| 2026-03-31 | $72,957,858 | 579,859 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $43,649,615 | 306,873 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $15,345,998 | 153,322 | Shares | Other | 2025-11-13 | |
| 2025-09-30 | $10,009 | 100 | Put | Other | 2025-11-13 | |
| 2025-06-30 | $43,550,249 | 350,195 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $37,737,842 | 385,434 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $55,204,886 | 510,778 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,623,304 | 116,886 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,682,227 | 47,214 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $55,418,227 | 906,267 | Shares | Other | 2024-05-15 | |
| 2023-06-30 | $11,412,855 | 179,391 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $19,630,730 | 294,623 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $4,348,920 | 88,826 | Shares | Other | 2023-02-14 | |
| 2022-06-30 | $7,532,675 | 89,878 | Shares | Other | 2022-08-15 | |
| 2021-12-31 | $4,980,812 | 18,914 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $21,482,274 | 67,332 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $6,853,705 | 20,113 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $421,771 | 1,246 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $1,139,744 | 12,736 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||