Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$145,049
+$114,601 QoQ
Shares Held
703
+190.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#756
of 955 holders
Holding Since
Jun 2021
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 Jun 30, 2026Kemnay Advisory Services Inc. holds $26,140,048 across 32 Software - Infrastructure names. TWLO ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
65,970 | $24,608,129 | |
| 2 | ZETA |
Zeta Global Holdings Corp.
|
8,481 | $166,906 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,045 | $160,532 | |
| 4 | FLYW |
Flywire Corp
|
8,656 | $152,085 | |
| 5 | TWLO |
Twilio Inc
This page
|
703 | $145,049 | |
| 6 | PANW |
Palo Alto Networks Inc
|
328 | $111,854 | |
| 7 | RELY |
Remitly Global, Inc.
|
4,489 | $100,598 | |
| 8 | ORCL |
Oracle Corp
|
561 | $82,214 |
All Filings in TWLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,049 | 703 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,448 | 242 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $163,007 | 1,146 | Shares | Sole | 2026-02-17 | |
| 2021-09-30 | $597,261 | 1,872 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,056,348 | 2,680 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||