Position in TWLO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$491,478
+$59,017 QoQ
Shares Held
2,382
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#571
of 954 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Sep 30, 2020CallValue
$49,418
CallShares
200
PutValue
$49,418
PutShares
200
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 Jun 30, 2026Valeo Financial Advisors, LLC holds $97,734,036 across 13 Software - Infrastructure names. TWLO ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
179,265 | $66,869,430 | |
| 2 | ORCL |
Oracle Corp
|
80,686 | $11,824,533 | |
| 3 | PANW |
Palo Alto Networks Inc
|
23,089 | $7,873,810 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
47,316 | $5,520,357 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
36,984 | $1,763,998 | |
| 6 | FTNT |
Fortinet, Inc.
|
11,303 | $1,736,366 | |
| 7 | NTAP |
NetApp, Inc.
|
3,461 | $535,624 | |
| 8 | TWLO |
Twilio Inc
This page
|
2,382 | $491,478 |
All Filings in TWLO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,478 | 2,382 | Shares | Sole | 2026-07-08 | |
| 2022-03-31 | $432,461 | 2,624 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $538,266 | 2,044 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $414,445 | 1,299 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $264,087 | 670 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $248,754 | 730 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $379,458 | 1,121 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $49,418 | 200 | Call | Sole | 2020-10-28 | |
| 2020-09-30 | $49,418 | 200 | Put | Sole | 2020-10-28 | |
| 2020-09-30 | $163,820 | 663 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $227,319 | 1,036 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $126,180 | 1,410 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||