Position in TWLO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$187,760
-$874,915 QoQ
Shares Held
910
-89.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#745
of 955 holders
Holding Since
Jun 2020
24 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, 2026TOBAM holds $21,549,932 across 10 Software - Infrastructure names. TWLO ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,700 | $6,975,474 | |
| 2 | ORCL |
Oracle Corp
|
30,563 | $4,479,007 | |
| 3 | GDDY |
GoDaddy Inc.
|
50,121 | $4,254,270 | |
| 4 | FTNT |
Fortinet, Inc.
|
19,866 | $3,051,814 | |
| 5 | NTAP |
NetApp, Inc.
|
7,994 | $1,237,151 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,304 | $821,138 | |
| 7 | XYZ |
Block, Inc.
|
4,349 | $330,524 | |
| 8 | TWLO |
Twilio Inc
This page
|
910 | $187,760 |
All Filings in TWLO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,760 | 910 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,062,675 | 8,446 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,495,938 | 10,517 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $662,495 | 6,619 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $405,911 | 3,264 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,147,603 | 11,721 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,047,575 | 18,945 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,411,686 | 21,645 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $357,846 | 6,299 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $494,703 | 8,090 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $58,875 | 776 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $341,464 | 5,834 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $848,818 | 13,342 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $26,732 | 546 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $37,750 | 546 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $230,477 | 2,750 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $453,227 | 2,750 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $645,183 | 2,450 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $891,106 | 2,793 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,286,144 | 3,263 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,239,003 | 3,636 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,895,245 | 20,370 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $4,138,510 | 16,749 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,972,070 | 31,775 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||