Position in TWLO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$381,297
New position
Shares Held
1,848
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#620
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, 2026Revolve Wealth Partners, LLC holds $12,889,665 across 7 Software - Infrastructure names. TWLO ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,190 | $9,769,393 | |
| 2 | ORCL |
Oracle Corp
|
6,651 | $974,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
6,434 | $750,654 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,355 | $462,082 | |
| 5 | TWLO |
Twilio Inc
This page
|
1,848 | $381,297 | |
| 6 | NTAP |
NetApp, Inc.
|
2,191 | $339,079 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,383 | $212,456 |
All Filings in TWLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,297 | 1,848 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||