Dorsal Capital Management, LP

Position in TWLO — Twilio Inc

CIK 1547007 Redwood City, CA

Position in TWLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$82,532,000

-$5,542,000 QoQ

Shares Held

400,000

-42.9% QoQ

Ownership

0.260%

of shares outstanding

% of Portfolio

2.97%

of 13F equity value

Holder Rank

#62

of 955 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Dorsal Capital Management, LP holds $296,824,100 across 3 Software - Infrastructure names. TWLO ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	355,000	$132,422,100
2	TWLO	Twilio Inc This page	400,000	$82,532,000
3	OKTA	Okta, Inc.	600,000	$81,870,000

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,532,000	400,000	-42.9%	Shares	Sole	2026-08-14
2026-03-31	$88,074,000	700,000	+27.3%	Shares	Sole	2026-05-15
2025-12-31	$78,232,000	550,000	-52.2%	Shares	Sole	2026-02-17
2023-12-31	$87,250,500	1,150,000	+4.5%	Shares	Sole	2024-02-14
2023-09-30	$64,383,000	1,100,000	+37.5%	Shares	Sole	2023-11-14
2023-06-30	$50,896,000	800,000	+60.0%	Shares	Sole	2023-08-14
2023-03-31	$33,315,000	500,000	+117.4%	Shares	Sole	2023-05-15
2021-12-31	$60,568,200	230,000	-29.2%	Shares	Sole	2022-02-14
2021-09-30	$103,691,250	325,000	-1.5%	Shares	Sole	2021-11-15
2021-06-30	$130,072,800	330,000	+32.0%	Shares	Sole	2021-08-16
2021-03-31	$85,190,000	250,000	-9.1%	Shares	Sole	2021-05-17
2020-12-31	$93,087,500	275,000	0.0%	Shares	Sole	2021-02-17
2020-09-30	$67,949,750	275,000	-31.2%	Shares	Sole	2020-11-16
2020-06-30	$87,768,000	400,000	-5.9%	Shares	Sole	2020-08-14
2020-03-31	$38,033,250	425,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.