Position in TWLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,262,479
+$4,801,462 QoQ
Shares Held
64,278
-4.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#11
of 240 holders
Holding Since
Jun 2020
22 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, 2026Achmea Investment Management B.V. holds $116,410,915 across 6 Software - Infrastructure names. TWLO ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
291,902 | $34,056,206 | |
| 2 | AKAM |
Akamai Technologies Inc
|
210,479 | $24,880,722 | |
| 3 | NTAP |
NetApp, Inc.
|
108,592 | $16,805,697 | |
| 4 | ORCL |
Oracle Corp
|
97,185 | $14,242,461 | |
| 5 | TWLO |
Twilio Inc
This page
|
64,278 | $13,262,479 | |
| 6 | GEN |
Gen Digital Inc.
|
528,861 | $13,163,350 |
All Filings in TWLO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,262,479 | 64,278 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $8,461,017 | 67,247 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $9,596,932 | 67,470 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $7,251,920 | 72,454 | Shares | Defined | 2025-11-21 | |
| 2025-06-30 | $9,010,379 | 72,454 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $6,593,651 | 67,344 | Shares | Defined | 2025-04-24 | |
| 2024-12-31 | $5,328,344 | 49,300 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,862,291 | 28,554 | Shares | Defined | 2024-11-12 | |
| 2023-12-31 | $1,000,877 | 13,192 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $772,127 | 13,192 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $858,742 | 13,498 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $523,911 | 7,863 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $384,972 | 7,863 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $543,647 | 7,863 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $658,998 | 7,863 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,295,901 | 7,863 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $2,598,981 | 8,146 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,090,214 | 7,840 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $2,435,752 | 7,148 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $2,419,598 | 7,148 | Shares | Defined | 2021-02-22 | |
| 2020-09-30 | $1,766,199 | 7,148 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $3,253,340 | 14,827 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||