Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,273,111
-$5,472,324 QoQ
Shares Held
97,545
-21.8% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Bridgewater Associates, LP holds $853,799,828 across 29 Software - Infrastructure names. TWLO ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,084,979 | $401,626,676 | |
| 2 | ORCL |
Oracle Corp
|
1,592,069 | $234,209,270 | |
| 3 | SNPS |
Synopsys Inc
|
208,353 | $82,607,797 | |
| 4 | CRWV |
CoreWeave, Inc.
|
364,025 | $28,201,016 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
128,186 | $18,751,048 | |
| 6 | TWLO |
Twilio Inc
This page
|
97,545 | $12,273,111 | |
| 7 | MDB |
MongoDB, Inc.
|
49,494 | $12,114,646 | |
| 8 | NTAP |
NetApp, Inc.
|
111,491 | $11,415,563 |
All Filings in TWLO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,273,111 | 97,545 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,745,435 | 124,757 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,245,809 | 142,330 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $46,806,368 | 376,378 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,234,607 | 176,025 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,443,443 | 142,889 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,041,263 | 92,629 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,553,029 | 150,555 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $508,106 | 10,378 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $304,008 | 4,397 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $611,980 | 7,302 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $241,281 | 1,464 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $1,075,517 | 3,371 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||