Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$221,945,673
-$37,798,141 QoQ
Shares Held
1,075,683
-47.9% QoQ
Ownership
0.700%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#24
of 962 holders
Holding Since
Sep 2022
7 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, 2026SRS Investment Management, LLC holds $470,045,107 across 2 Software - Infrastructure names. TWLO ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDB |
MongoDB, Inc.
|
738,611 | $248,099,434 | |
| 2 | TWLO |
Twilio Inc
This page
|
1,075,683 | $221,945,673 |
All Filings in TWLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,945,673 | 1,075,683 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $259,743,814 | 2,064,408 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $257,493,942 | 1,810,278 | Shares | Sole | 2026-02-17 | |
| 2023-06-30 | $172,788,039 | 2,715,939 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $201,202,277 | 3,019,695 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $29,669,417 | 605,993 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $34,082,424 | 492,948 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||