Position in TWLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$41,431,064
+$23,221,639 QoQ
Shares Held
200,800
+38.7% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#90
of 962 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$332,894
PutShares
3,400
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 Jun 30, 2026LPL Financial LLC holds $6,834,734,994 across 103 Software - Infrastructure names. TWLO ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in TWLO
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,431,064 | 200,800 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,209,425 | 144,726 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,344,892 | 178,184 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,400,246 | 173,846 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,492,517 | 172,825 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,836,106 | 151,528 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $332,894 | 3,400 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $15,850,688 | 146,657 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $335,048 | 3,100 | Put | Sole | 2025-02-11 | |
| 2024-09-30 | $9,742,172 | 149,374 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,491,538 | 96,665 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,355,230 | 136,635 | Shares | Sole | 2024-05-10 | |
| 2024-03-31 | $20,179 | 330 | Put | Sole | 2024-05-10 | |
| 2023-12-31 | $349,002 | 4,600 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $11,519,949 | 151,838 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,190,176 | 122,846 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,678,743 | 120,697 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,499,756 | 97,550 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,201,012 | 85,805 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,157,193 | 89,054 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,034,927 | 83,939 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,694,526 | 95,228 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,959,989 | 90,985 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,390,691 | 98,388 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,252,093 | 89,436 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $27,670,734 | 81,203 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $25,936,547 | 76,622 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,461,683 | 58,528 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $10,351,796 | 47,178 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,318,339 | 48,255 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||