Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$169,555,391
+$58,243,043 QoQ
Shares Held
821,768
-20.2% QoQ
Ownership
0.535%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#34
of 962 holders
Holding Since
Mar 2020
9 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, 2026Whale Rock Capital Management LLC holds $245,014,654 across 2 Software - Infrastructure names. TWLO ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
This page
|
821,768 | $169,555,391 | |
| 2 | MDB |
MongoDB, Inc.
|
224,648 | $75,459,263 |
All Filings in TWLO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,555,391 | 821,768 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $111,312,348 | 1,029,907 | Shares | Sole | 2025-02-14 | |
| 2021-09-30 | $158,389,501 | 496,441 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $287,484,143 | 729,359 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $228,455,726 | 670,430 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $130,933,154 | 386,804 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $230,124,800 | 931,340 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $204,358,133 | 931,356 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $83,347,048 | 931,356 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||