Position in TWLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,678,407
-$4,073,272 QoQ
Shares Held
27,521
-64.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#257
of 955 holders
Holding Since
Dec 2025
3 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, 2026Osmosis Investment Management UK Ltd holds $123,732,947 across 19 Software - Infrastructure names. TWLO ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
206,358 | $76,975,661 | |
| 2 | ORCL |
Oracle Corp
|
61,663 | $9,036,712 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
69,294 | $8,084,530 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
30,844 | $5,884,572 | |
| 5 | TWLO |
Twilio Inc
This page
|
27,521 | $5,678,407 | |
| 6 | SNPS |
Synopsys Inc
|
10,336 | $4,610,579 | |
| 7 | PANW |
Palo Alto Networks Inc
|
10,871 | $3,707,228 | |
| 8 | NET |
Cloudflare, Inc.
|
10,067 | $2,469,233 |
All Filings in TWLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,678,407 | 27,521 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,751,679 | 77,505 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,538,082 | 81,117 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||