Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$288,756,900
-$37,683,900 QoQ
Shares Held
2,295,000
0.0% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
7.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Sachem Head Capital Management LP holds $315,746,650 across 2 Software - Infrastructure names. TWLO ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
This page
|
2,295,000 | $288,756,900 | |
| 2 | AKAM |
Akamai Technologies Inc
|
235,000 | $26,989,750 |
All Filings in TWLO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,756,900 | 2,295,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $326,440,800 | 2,295,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $329,796,550 | 3,295,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $409,766,200 | 3,295,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $322,613,450 | 3,295,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $356,123,600 | 3,295,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $214,899,900 | 3,295,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $187,188,950 | 3,295,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $201,489,250 | 3,295,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||