Position in TWLO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$34,600,500
+$4,730,100 QoQ
Shares Held
275,000
+31.0% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
1.17%
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, 2026Pacific Heights Asset Management LLC holds $233,541,300 across 2 Software - Infrastructure names. TWLO ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
1,360,000 | $198,940,800 | |
| 2 | TWLO |
Twilio Inc
This page
|
275,000 | $34,600,500 |
All Filings in TWLO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,600,500 | 275,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $29,870,400 | 210,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $20,018,000 | 200,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,897,600 | 160,000 | Shares | Sole | 2025-07-30 | |
| 2024-06-30 | $10,509,850 | 185,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,312,750 | 185,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $15,325,740 | 202,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,706,000 | 200,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,660,380 | 199,000 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $13,259,370 | 199,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,743,040 | 199,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,758,860 | 199,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,678,190 | 199,000 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $31,149,090 | 189,000 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $45,821,160 | 174,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $55,514,700 | 174,000 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $68,583,840 | 174,000 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $62,699,840 | 184,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $72,777,500 | 215,000 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $53,124,350 | 215,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $47,175,300 | 215,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,372,500 | 250,000 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||