Position in TWLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$226,344
-$206,586 QoQ
Shares Held
1,097
-33.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#721
of 955 holders
Holding Since
Dec 2020
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 Jun 30, 2026Strategic Blueprint, LLC holds $31,928,348 across 7 Software - Infrastructure names. TWLO ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
49,368 | $18,415,251 | |
| 2 | PANW |
Palo Alto Networks Inc
|
30,575 | $10,426,686 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
14,452 | $1,686,114 | |
| 4 | ORCL |
Oracle Corp
|
3,636 | $532,855 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,832 | $435,051 | |
| 6 | TWLO |
Twilio Inc
This page
|
1,097 | $226,344 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,320 | $206,047 |
All Filings in TWLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,344 | 1,097 | Shares | Sole | 2026-07-23 | |
| 2021-12-31 | $432,930 | 1,644 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $503,141 | 1,577 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $602,276 | 1,528 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $457,981 | 1,344 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $468,484 | 1,384 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||