Position in TWLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$84,983,199
+$68,073,244 QoQ
Shares Held
411,880
+206.5% QoQ
Ownership
0.268%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#60
of 962 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BNP PARIBAS ASSET MANAGEMENT Holding S.A. holds $7,081,699,982 across 67 Software - Infrastructure names. TWLO ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,194,443 | $3,802,731,125 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,923,047 | $996,817,485 | |
| 3 | SNPS |
Synopsys Inc
|
684,786 | $305,462,490 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,187,304 | $255,192,756 | |
| 5 | MDB |
MongoDB, Inc.
|
583,543 | $196,012,092 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
952,724 | $181,765,447 | |
| 7 | FTNT |
Fortinet, Inc.
|
920,287 | $141,374,486 | |
| 8 | TOST |
Toast, Inc.
|
4,744,628 | $131,995,550 |
All Filings in TWLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,983,199 | 411,880 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,909,955 | 134,398 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $23,690,640 | 166,554 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,692,617 | 76,857 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $6,657,115 | 53,531 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $4,474,193 | 45,697 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,907,868 | 54,662 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,691,712 | 56,604 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,679,273 | 47,162 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $3,353,710 | 54,844 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $4,249,099 | 56,005 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,703,134 | 63,269 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,758,585 | 74,797 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $4,750,985 | 71,304 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $2,156,247 | 44,041 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,128,515 | 45,249 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,899,805 | 22,668 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $3,307,901 | 20,071 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,399,456 | 12,909 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,465,937 | 7,729 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $2,935,703 | 7,448 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $2,140,995 | 6,283 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $1,604,151 | 4,739 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,167,006 | 4,723 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $390,567 | 1,780 | Shares | Defined | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||