Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,228,300
+$14,764,601 QoQ
Shares Held
510,000
-29.1% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
6.32%
of 13F equity value
Holder Rank
#47
of 962 holders
Holding Since
Sep 2023
12 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, 2026No Street GP LP holds $105,228,300 across 1 Software - Infrastructure name. TWLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
This page
|
510,000 | $105,228,300 |
All Filings in TWLO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,228,300 | 510,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $90,463,699 | 718,993 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $109,906,856 | 772,686 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $83,474,359 | 833,993 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $83,096,481 | 668,193 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $62,975,026 | 643,193 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $88,234,998 | 816,386 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $53,244,694 | 816,386 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,471,300 | 730,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $41,582,000 | 680,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $52,729,650 | 695,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,191,500 | 550,000 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||