Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$259,743,814
+$2,249,872 QoQ
Shares Held
2,064,408
+14.0% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
6 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 Mar 31, 2026SRS Investment Management, LLC holds $388,723,407 across 2 Software - Infrastructure names. TWLO ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
This page
|
2,064,408 | $259,743,814 | |
| 2 | MDB |
MongoDB, Inc.
|
526,942 | $128,979,593 |
All Filings in TWLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||