Position in TWLO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,622,466
-$153,063 QoQ
Shares Held
20,843
+6.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 Mar 31, 2026MGO ONE SEVEN LLC holds $119,185,155 across 19 Software - Infrastructure names. TWLO ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
222,066 | $82,202,171 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
88,997 | $13,018,481 | |
| 3 | ORCL |
Oracle Corp
|
63,441 | $9,332,805 | |
| 4 | PANW |
Palo Alto Networks Inc
|
23,800 | $3,815,616 | |
| 5 | TWLO |
Twilio Inc
This page
|
20,843 | $2,622,466 | |
| 6 | SNPS |
Synopsys Inc
|
5,612 | $2,225,045 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
9,800 | $1,399,930 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,505 | $695,028 |
All Filings in TWLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,622,466 | 20,843 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,775,529 | 19,513 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,957,460 | 19,557 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,404,376 | 19,334 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,892,208 | 19,326 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,078,918 | 19,235 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||