Position in TWLO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$63,003,106
+$61,151,568 QoQ
Shares Held
500,740
+3746.8% QoQ
Ownership
0.330%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Mar 31, 2026CallValue
$33,568,776
CallShares
266,800
PutValue
$40,186,908
PutShares
319,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JANE STREET GROUP, LLC holds $4,484,023,999 across 105 Software - Infrastructure names. TWLO ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
9,155,135 | $1,339,213,146 | |
| 2 | CRWV |
CoreWeave, Inc.
|
8,856,691 | $686,127,850 | |
| 3 | ORCL |
Oracle Corp
|
3,908,411 | $574,966,341 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
922,680 | $360,223,498 | |
| 5 | NET |
Cloudflare, Inc.
|
1,596,439 | $329,409,223 | |
| 6 | IOT |
Samsara Inc.
|
3,350,326 | $106,171,830 | |
| 7 | TOST |
Toast, Inc.
|
3,972,585 | $105,313,228 | |
| 8 | VRSN |
Verisign Inc/Ca
|
359,445 | $89,271,759 |
All Filings in TWLO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,186,908 | 319,400 | Put | Defined | 2026-05-12 | |
| 2026-03-31 | $63,003,106 | 500,740 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $33,568,776 | 266,800 | Call | Defined | 2026-05-12 | |
| 2025-12-31 | $1,851,538 | 13,017 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $46,512,480 | 327,000 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $57,422,288 | 403,700 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $32,208,962 | 321,800 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $18,738,548 | 187,217 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $41,046,909 | 410,100 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $23,553,784 | 189,400 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $22,409,672 | 180,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $57,749,425 | 464,373 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $50,717,380 | 518,000 | Call | Defined | 2025-05-19 | |
| 2025-03-31 | $55,546,201 | 567,319 | Shares | Defined | 2025-05-19 | |
| 2025-03-31 | $19,474,299 | 198,900 | Put | Defined | 2025-05-19 | |
| 2024-12-31 | $83,794,424 | 775,300 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $34,704,488 | 321,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $85,203,353 | 788,336 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $949,276 | 14,555 | Shares | Defined | 2024-11-15 | |
| 2024-09-30 | $21,626,952 | 331,600 | Call | Defined | 2024-11-15 | |
| 2024-09-30 | $18,946,410 | 290,500 | Put | Defined | 2024-11-15 | |
| 2024-06-30 | $14,762,362 | 259,855 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $95,015,480 | 1,553,810 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $29,857,651 | 393,537 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $5,124,359 | 87,551 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $27,396,680 | 430,630 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,762,428 | 86,484 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $11,323,173 | 231,274 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $5,657,725 | 81,830 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $17,922,684 | 213,849 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $22,614,403 | 137,215 | Shares | Defined | 2022-05-17 | |
| 2022-03-31 | $103,846,781 | 630,100 | Call | Defined | 2022-05-17 | |
| 2022-03-31 | $104,126,958 | 631,800 | Put | Defined | 2022-05-17 | |
| 2021-12-31 | $128,588,922 | 488,300 | Call | Defined | 2022-02-15 | |
| 2021-12-31 | $161,216,748 | 612,200 | Put | Defined | 2022-02-15 | |
| 2021-12-31 | $68,795,994 | 261,244 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $126,949,995 | 397,900 | Put | Defined | 2021-11-16 | |
| 2021-09-30 | $126,822,375 | 397,500 | Call | Defined | 2021-11-16 | |
| 2021-09-30 | $33,902,890 | 106,262 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $139,335,560 | 353,500 | Call | Defined | 2021-08-16 | |
| 2021-06-30 | $128,062,584 | 324,900 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $44,873,932 | 113,847 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $85,121,848 | 249,800 | Put | Defined | 2021-05-18 | |
| 2021-03-31 | $93,266,012 | 273,700 | Call | Defined | 2021-05-18 | |
| 2021-03-31 | $26,466,487 | 77,669 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $103,039,400 | 304,400 | Call | Defined | 2021-02-17 | |
| 2020-12-31 | $40,551,960 | 119,799 | Shares | Defined | 2021-02-17 | |
| 2020-12-31 | $50,504,200 | 149,200 | Put | Defined | 2021-02-17 | |
| 2020-09-30 | $36,766,992 | 148,800 | Put | Defined | 2020-11-17 | |
| 2020-09-30 | $91,448,009 | 370,100 | Call | Defined | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||