Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$913,010
+$356,257 QoQ
Shares Held
4,425
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#471
of 955 holders
Holding Since
Mar 2025
6 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, 2026DC Investments Management, LLC holds $8,713,652 across 7 Software - Infrastructure names. TWLO ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
|
88,457 | $2,460,873 | |
| 2 | DOCN |
DigitalOcean Holdings, Inc.
|
13,910 | $2,184,287 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
6,884 | $1,313,363 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,513 | $1,198,003 | |
| 5 | TWLO |
Twilio Inc
This page
|
4,425 | $913,010 | |
| 6 | MSFT |
Microsoft Corp
|
1,142 | $425,988 | |
| 7 | SNPS |
Synopsys Inc
|
489 | $218,128 |
All Filings in TWLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,010 | 4,425 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $556,753 | 4,425 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $629,412 | 4,425 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $442,898 | 4,425 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $550,293 | 4,425 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $433,251 | 4,425 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||