Position in TWLO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,598,937
-$198,497 QoQ
Shares Held
20,656
+5.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Truvestments Capital LLC holds $18,906,506 across 40 Software - Infrastructure names. TWLO ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,066 | $6,687,491 | |
| 2 | ORCL |
Oracle Corp
|
19,281 | $2,836,427 | |
| 3 | TWLO |
Twilio Inc
This page
|
20,656 | $2,598,937 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
14,670 | $2,145,927 | |
| 5 | PANW |
Palo Alto Networks Inc
|
7,641 | $1,225,005 | |
| 6 | NET |
Cloudflare, Inc.
|
3,390 | $699,492 | |
| 7 | OKTA |
Okta, Inc.
|
6,960 | $547,821 | |
| 8 | FFIV |
F5, Inc.
|
1,411 | $408,244 |
All Filings in TWLO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,598,937 | 20,656 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,797,434 | 19,667 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,756,679 | 17,551 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,070,718 | 16,651 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,485,196 | 15,169 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,086,636 | 10,054 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $632,242 | 9,694 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $519,641 | 9,147 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $503,753 | 8,238 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,705 | 207 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,162 | 447 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,724 | 200 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,326 | 200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,792 | 200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,828 | 200 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,762 | 200 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $52,668 | 200 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||