Meiji Yasuda Asset Management Co Ltd.

Position in TWLO — Twilio Inc

CIK 1491685 Tokyo, M0

Position in TWLO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$802,830

+$320,688 QoQ

Shares Held

3,891

+1.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#499

of 951 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Meiji Yasuda Asset Management Co Ltd. holds $94,476,763 across 19 Software - Infrastructure names. TWLO ranks #8 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	152,204	$56,775,136
2	NET	Cloudflare, Inc.	34,384	$8,433,707
3	PLTR	Palantir Technologies Inc.	66,669	$7,778,272
4	PANW	Palo Alto Networks Inc	21,261	$7,250,426
5	CRWD	CrowdStrike Holdings, Inc.	27,356	$5,219,114
6	ORCL	Oracle Corp	20,371	$2,985,370
7	NTAP	NetApp, Inc.	5,472	$846,846
8	TWLO	Twilio Inc This page	3,891	$802,830

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$802,830	3,891	+1.5%	Shares	Defined	2026-08-13
2026-03-31	$482,142	3,832	-0.5%	Shares	Defined	2026-05-14
2025-12-31	$548,050	3,853	-1.6%	Shares	Defined	2026-02-06
2025-09-30	$391,952	3,916	+80.5%	Shares	Defined	2025-11-13
2025-03-31	$212,464	2,170	-1.4%	Shares	Defined	2025-05-16
2024-12-31	$237,776	2,200	+23.6%	Shares	Defined	2025-02-12
2022-03-31	$293,361	1,780	-13.1%	Shares	Defined	2022-05-17
2021-12-31	$539,583	2,049	+16.8%	Shares	Defined	2022-02-14
2021-09-30	$559,613	1,754	+2.5%	Shares	Defined	2021-11-12
2021-06-30	$674,801	1,712	+11.0%	Shares	Defined	2021-08-13
2021-03-31	$525,451	1,542	+97.7%	Shares	Defined	2021-05-14
2020-12-31	$264,030	780	-50.0%	Shares	Defined	2021-02-12
2020-06-30	$342,295	1,560	—	Shares	Defined	2020-08-13
No filing history on record for this holder in this stock.