Position in TWLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$339,000
New position
Shares Held
1,643
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#639
of 955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Seelaus Asset Management LLC holds $6,574,631 across 11 Software - Infrastructure names. TWLO ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,030 | $2,622,330 | |
| 2 | MDB |
MongoDB, Inc.
|
2,733 | $918,014 | |
| 3 | RELY |
Remitly Global, Inc.
|
28,639 | $641,799 | |
| 4 | IOT |
Samsara Inc.
|
16,395 | $531,689 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,180 | $371,010 | |
| 6 | TWLO |
Twilio Inc
This page
|
1,643 | $339,000 | |
| 7 | ORCL |
Oracle Corp
|
2,210 | $323,875 | |
| 8 | ZS |
Zscaler, Inc.
|
2,071 | $292,321 |
All Filings in TWLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,000 | 1,643 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||