Position in TWLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,222,701
+$8,508,387 QoQ
Shares Held
54,392
+152.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#183
of 955 holders
Holding Since
Jun 2025
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, 2026Horizon Investments, LLC holds $290,064,125 across 28 Software - Infrastructure names. TWLO ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
465,957 | $173,811,280 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
228,348 | $26,641,361 | |
| 3 | ORCL |
Oracle Corp
|
141,523 | $20,740,195 | |
| 4 | PANW |
Palo Alto Networks Inc
|
37,243 | $12,700,607 | |
| 5 | TWLO |
Twilio Inc
This page
|
54,392 | $11,222,701 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
58,424 | $11,146,422 | |
| 7 | SNPS |
Synopsys Inc
|
14,747 | $6,578,194 | |
| 8 | FFIV |
F5, Inc.
|
7,953 | $3,308,129 |
All Filings in TWLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,222,701 | 54,392 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,714,314 | 21,573 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $426 | 3 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $300 | 3 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $248 | 2 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||