Nishkama Capital, LLC

Position in TWLO — Twilio Inc

CIK 1633799 DORADO, PR

Position in TWLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,260,541

+$3,140,682 QoQ

Shares Held

59,422

-7.3% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#177

of 954 holders

Holding Since

Jun 2021

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nishkama Capital, LLC holds $105,598,021 across 5 Software - Infrastructure names. TWLO ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRSN	Verisign Inc/Ca	218,352	$54,928,629
2	MDB	MongoDB, Inc.	49,549	$16,643,509
3	TWLO	Twilio Inc This page	59,422	$12,260,541
4	CORZ	Core Scientific, Inc./tx	469,798	$12,022,130
5	OKTA	Okta, Inc.	71,405	$9,743,212

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,260,541	59,422	-7.3%	Shares	Sole	2026-08-14
2025-12-31	$9,119,859	64,116	-20.9%	Shares	Sole	2026-02-17
2024-06-30	$4,603,825	81,039	-59.0%	Shares	Sole	2024-08-14
2022-09-30	$13,681,768	197,885	+6730.7%	Shares	Sole	2022-11-14
2021-06-30	$1,141,881	2,897	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.