Affinity Capital Advisors, LLC

Position in TWLO — Twilio Inc

CIK 1810023 BERKELEY, CA

Position in TWLO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$591,960

+$240,294 QoQ

Shares Held

2,869

+2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#550

of 955 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Affinity Capital Advisors, LLC holds $7,851,804 across 6 Software - Infrastructure names. TWLO ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	14,462	$5,394,615
2	SNPS	Synopsys Inc	1,594	$711,035
3	ORCL	Oracle Corp	4,132	$605,544
4	TWLO	Twilio Inc This page	2,869	$591,960
5	PLTR	Palantir Technologies Inc.	3,015	$351,760
6	CRWD	CrowdStrike Holdings, Inc.	4,128	$196,890

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$591,960	2,869	+2.6%	Shares	Sole	2026-07-08
2026-03-31	$351,666	2,795	+1.3%	Shares	Sole	2026-04-13
2025-12-31	$392,582	2,760	+6.5%	Shares	Sole	2026-01-09
2025-09-30	$259,333	2,591	0.0%	Shares	Sole	2025-10-09
2025-06-30	$322,216	2,591	0.0%	Shares	Sole	2025-07-09
2025-03-31	$253,684	2,591	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$279,711	2,588	-1.8%	Shares	Sole	2025-01-14
2022-06-30	$220,839	2,635	0.0%	Shares	Sole	2022-07-11
2022-03-31	$434,274	2,635	0.0%	Shares	Sole	2022-04-19
2021-12-31	$693,900	2,635	-4.6%	Shares	Sole	2022-01-31
2021-09-30	$881,535	2,763	-23.5%	Shares	Sole	2021-10-28
2021-06-30	$1,422,917	3,610	0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,230,143	3,610	-1.7%	Shares	Sole	2021-04-19
2020-12-31	$1,243,310	3,673	+1.7%	Shares	Sole	2021-01-27
2020-09-30	$891,994	3,610	0.0%	Shares	Sole	2020-11-13
2020-06-30	$792,106	3,610	-35.3%	Shares	Sole	2020-07-16
2020-03-31	$499,085	5,577	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.