Position in TWLO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$169,078,424
-$109,250,690 QoQ
Shares Held
1,343,812
-31.3% QoQ
Ownership
0.885%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Mar 31, 2026CallValue
$5,938,704
CallShares
47,200
PutValue
$14,607,702
PutShares
116,100
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, 2026UBS Group AG holds $22,700,293,922 across 166 Software - Infrastructure names. TWLO ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,034,656 | $12,228,438,602 | |
| 2 | ORCL |
Oracle Corp
|
13,422,069 | $1,974,520,563 | |
| 3 | PANW |
Palo Alto Networks Inc
|
8,255,352 | $1,323,498,029 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,776,822 | $991,313,517 | |
| 5 | SNPS |
Synopsys Inc
|
1,925,114 | $763,269,196 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,500,096 | $585,652,475 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
25,533,940 | $381,987,740 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,598,805 | $278,799,421 |
All Filings in TWLO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,607,702 | 116,100 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $5,938,704 | 47,200 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $169,078,424 | 1,343,812 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $278,329,114 | 1,956,757 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $74,163,936 | 521,400 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $35,816,032 | 251,800 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $290,223,765 | 2,899,628 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $22,470,205 | 224,500 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $51,386,206 | 513,400 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $244,459,549 | 1,965,741 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $30,098,104 | 242,024 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $61,458,712 | 494,200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $60,723,782 | 620,200 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $71,323,712 | 728,462 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $67,628,786 | 690,724 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $52,829,504 | 488,800 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $72,611,383 | 671,830 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $32,426,593 | 300,024 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $18,965,976 | 290,800 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $19,685,415 | 301,831 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $8,988,881 | 137,824 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $18,061,541 | 317,929 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,528,750 | 25,000 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $16,163,105 | 264,319 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $3,057,500 | 50,000 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $4,552,200 | 60,000 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $6,183,405 | 81,500 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $9,547,629 | 125,842 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,017,747 | 119,900 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $7,244,666 | 123,777 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $6,725,097 | 114,900 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $4,128,938 | 64,900 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $11,253,229 | 176,882 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $4,447,038 | 69,900 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $4,657,437 | 69,900 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $8,496,790 | 127,522 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $7,041,656 | 105,683 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,193,586 | 126,503 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $4,795,632 | 97,950 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $2,692,800 | 55,000 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $3,802,700 | 55,000 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $13,061,305 | 188,911 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $1,144,267 | 16,550 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $3,578,687 | 42,700 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $1,257,150 | 15,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $16,201,895 | 193,317 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $34,603,670 | 209,961 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $8,075,690 | 49,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $19,398,137 | 117,700 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $1,053,360 | 4,000 | Call | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||