Position in TWLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$461,353
New position
Shares Held
2,236
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#585
of 955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Americana Partners, LLC holds $271,518,624 across 14 Software - Infrastructure names. TWLO ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
527,809 | $196,883,313 | |
| 2 | PANW |
Palo Alto Networks Inc
|
102,475 | $34,946,024 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
157,219 | $18,342,740 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
63,512 | $12,117,136 | |
| 5 | ORCL |
Oracle Corp
|
41,747 | $6,118,022 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
2,967 | $465,908 | |
| 7 | TWLO |
Twilio Inc
This page
|
2,236 | $461,353 | |
| 8 | SNPS |
Synopsys Inc
|
1,024 | $456,775 |
All Filings in TWLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,353 | 2,236 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||