Y-Intercept (Hong Kong) Ltd

Position in TWLO — Twilio Inc

CIK 1772875 HONG KONG, K3

Position in TWLO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$8,354,714

+$7,463,657 QoQ

Shares Held

40,492

+471.8% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

of 69 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Jun 30, 2026

Y-Intercept (Hong Kong) Ltd holds $221,804,376 across 54 Software - Infrastructure names. TWLO ranks #7 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	119,407	$44,541,199
2	ORCL	Oracle Corp	146,923	$21,531,565
3	ZS	Zscaler, Inc.	94,948	$13,401,910
4	VRSN	Verisign Inc/Ca	38,682	$9,730,843
5	AKAM	Akamai Technologies Inc	78,903	$9,327,123
6	DOCN	DigitalOcean Holdings, Inc.	55,493	$8,714,065
7	TWLO	Twilio Inc This page	40,492	$8,354,714
8	GDDY	GoDaddy Inc.	87,574	$7,433,281

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,354,714	40,492	+471.8%	Shares	Sole	2026-07-14
2026-03-31	$891,057	7,082	-87.4%	Shares	Sole	2026-04-27
2025-09-30	$5,625,458	56,204	+188.1%	Shares	Sole	2025-10-31
2025-06-30	$2,426,387	19,511	-52.8%	Shares	Sole	2025-08-01
2025-03-31	$4,048,088	41,345	+529.2%	Shares	Sole	2025-05-06
2024-12-31	$710,193	6,571	-76.7%	Shares	Sole	2025-02-04
2024-09-30	$1,839,790	28,209	-21.1%	Shares	Sole	2024-11-15
2023-12-31	$2,713,869	35,770	+291.1%	Shares	Sole	2024-02-13
2023-03-31	$609,464	9,147	+410.4%	Shares	Sole	2023-05-09
2021-03-31	$610,641	1,792	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.