Position in TWLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,174,616
+$10,116,297 QoQ
Shares Held
102,625
+16.8% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#128
of 960 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Jun 30, 2026CallValue
$49,519,200
CallShares
240,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PICTON MAHONEY ASSET MANAGEMENT holds $243,932,973 across 32 Software - Infrastructure names. TWLO ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
195,877 | $73,066,038 | |
| 2 | PANW |
Palo Alto Networks Inc
|
101,969 | $34,773,468 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
156,908 | $29,935,692 | |
| 4 | MDB |
MongoDB, Inc.
|
87,570 | $29,414,763 | |
| 5 | TWLO |
Twilio Inc
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|
102,625 | $21,174,616 | |
| 6 | AKAM |
Akamai Technologies Inc
|
118,781 | $14,041,102 | |
| 7 | OKTA |
Okta, Inc.
|
90,517 | $12,351,044 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
26,574 | $4,172,915 |
All Filings in TWLO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,519,200 | 240,000 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $21,174,616 | 102,625 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,058,319 | 87,890 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,702 | 19 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,901 | 19 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,178,444 | 194,423 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,861,224 | 161,998 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,568,754 | 88,534 | Shares | Sole | 2025-04-02 | |
| 2024-09-30 | $1 | 19 | Shares | Sole | 2024-11-04 | |
| 2021-09-30 | $11,071,992 | 34,703 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $16,022,604 | 40,650 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $14,823,060 | 43,500 | Call | Sole | 2021-05-14 | |
| 2021-03-31 | $7,302,486 | 21,430 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,562,286 | 28,249 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||