Telemark Asset Management, LLC

Position in TWLO — Twilio Inc

CIK 1420816 BOSTON, MA

Position in TWLO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,316,500

+$4,025,500 QoQ

Shares Held

50,000

0.0% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#192

of 955 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Telemark Asset Management, LLC holds $70,890,000 across 3 Software - Infrastructure names. TWLO ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOCN	DigitalOcean Holdings, Inc.	200,000	$31,406,000
2	PLTR	Palantir Technologies Inc.	250,000	$29,167,500
3	TWLO	Twilio Inc This page	50,000	$10,316,500

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,316,500	50,000	0.0%	Shares	Sole	2026-08-10
2026-03-31	$6,291,000	50,000	-75.0%	Shares	Sole	2026-05-12
2025-09-30	$20,018,000	200,000	+100.0%	Shares	Sole	2025-11-10
2025-06-30	$12,436,000	100,000	+100.0%	Shares	Sole	2025-08-12
2024-12-31	$5,404,000	50,000	-16.7%	Shares	Sole	2025-02-10
2021-09-30	$19,143,000	60,000	0.0%	Shares	Sole	2021-11-12
2021-06-30	$23,649,600	60,000	-14.3%	Shares	Sole	2021-08-10
2021-03-31	$23,853,200	70,000	-12.5%	Shares	Sole	2021-05-12
2020-12-31	$27,080,000	80,000	+300.0%	Shares	Sole	2021-02-11
2020-09-30	$4,941,800	20,000	-66.7%	Shares	Sole	2020-11-12
2020-06-30	$13,165,200	60,000	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.