Position in TWLO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$704,823
+$274,519 QoQ
Shares Held
3,416
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
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 Jun 30, 2026BBR PARTNERS, LLC holds $26,094,278 across 7 Software - Infrastructure names. TWLO ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,884 | $21,591,889 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,961 | $1,350,780 | |
| 3 | AEVA |
Aeva Technologies, Inc.
|
40,010 | $1,149,087 | |
| 4 | TOST |
Toast, Inc.
|
27,649 | $769,195 | |
| 5 | TWLO |
Twilio Inc
This page
|
3,416 | $704,823 | |
| 6 | RAMP |
LiveRamp Holdings, Inc.
|
7,500 | $282,300 | |
| 7 | ORCL |
Oracle Corp
|
1,680 | $246,204 |
All Filings in TWLO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,823 | 3,416 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $430,304 | 3,420 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $486,460 | 3,420 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $347,812 | 3,475 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $425,311 | 3,420 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $334,852 | 3,420 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $369,633 | 3,420 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $222,791 | 3,416 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $273,824 | 4,820 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $294,743 | 4,820 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $365,693 | 4,820 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $267,774 | 4,575 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $291,061 | 4,575 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $306,964 | 4,607 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $382,965 | 7,822 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $703,706 | 10,178 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $656,483 | 7,833 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,293,758 | 7,850 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,065,112 | 7,842 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,500,075 | 7,836 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,797,747 | 7,098 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,547,862 | 7,477 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||