Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,869,043
-$28,457,109 QoQ
Shares Held
181,760
-64.6% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 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, 2026Duquesne Family Office LLC holds $33,709,114 across 2 Software - Infrastructure names. TWLO ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
This page
|
181,760 | $22,869,043 | |
| 2 | NET |
Cloudflare, Inc.
|
52,535 | $10,840,071 |
All Filings in TWLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,869,043 | 181,760 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $51,326,152 | 512,800 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $24,931,071 | 200,475 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $35,458,596 | 362,155 | Shares | Defined | 2025-05-15 | |
| 2020-03-31 | $2,376,675 | 26,558 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||