Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$247,596
-$145,245 QoQ
Shares Held
1,200
-82.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#702
of 960 holders
Holding Since
Mar 2022
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, 2026Bayesian Capital Management, LP holds $15,263,234 across 9 Software - Infrastructure names. TWLO ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,196 | $6,041,431 | |
| 2 | ORCL |
Oracle Corp
|
34,855 | $5,108,000 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,000 | $2,100,060 | |
| 4 | AKAM |
Akamai Technologies Inc
|
3,636 | $429,811 | |
| 5 | PATH |
UiPath, Inc.
|
36,900 | $401,103 | |
| 6 | DBX |
Dropbox, Inc.
|
13,287 | $364,993 | |
| 7 | NET |
Cloudflare, Inc.
|
1,449 | $355,410 | |
| 8 | TWLO |
Twilio Inc
This page
|
1,200 | $247,596 |
All Filings in TWLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,596 | 1,200 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $392,841 | 6,915 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $6,133,944 | 104,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,533,242 | 24,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,098,295 | 46,500 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $1,170,151 | 7,100 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||