Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$114,220,025
+$69,791,646 QoQ
Shares Held
907,805
+190.6% QoQ
Ownership
0.598%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Mar 31, 2024CallValue
$12,230,000
CallShares
200,000
PutValue
$0
PutShares
0
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 Mar 31, 2026Alyeska Investment Group, L.P. holds $1,779,576,814 across 22 Software - Infrastructure names. TWLO ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWV |
CoreWeave, Inc.
|
6,993,526 | $541,788,459 | |
| 2 | MSFT |
Microsoft Corp
|
621,214 | $229,954,786 | |
| 3 | TWLO |
Twilio Inc
This page
|
907,805 | $114,220,025 | |
| 4 | GEN |
Gen Digital Inc.
|
5,775,514 | $108,752,928 | |
| 5 | NTNX |
Nutanix, Inc.
|
2,655,816 | $100,947,566 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,225,474 | $100,145,735 | |
| 7 | FFIV |
F5, Inc.
|
310,517 | $89,841,883 | |
| 8 | OKTA |
Okta, Inc.
|
1,111,889 | $87,516,783 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,220,025 | 907,805 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,428,379 | 312,348 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $264,623,847 | 2,643,859 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $235,402,038 | 1,892,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $202,852,483 | 2,071,826 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $164,150,066 | 1,518,783 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $141,450,049 | 2,168,814 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $179,390,016 | 3,157,719 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,230,000 | 200,000 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $231,981,391 | 3,793,645 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $198,710,813 | 2,619,096 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $151,414,593 | 2,586,957 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $125,496,684 | 1,972,598 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $162,387,904 | 2,437,159 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $155,018,571 | 3,166,229 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $179,734,753 | 2,599,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $124,664,776 | 1,487,469 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $16,762,000 | 200,000 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $2,576,804 | 15,635 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $55,467,304 | 210,630 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,175,823 | 9,954 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $851,900 | 2,500 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $287,365 | 1,163 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $64,362,907 | 293,332 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $78,822,165 | 880,793 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||