Polar Capital Holdings Plc

Position in TWLO — Twilio Inc

CIK 1837309 London, X0

Position in TWLO

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

Position Value

$248,623,936

+$225,317,920 QoQ

Shares Held

1,204,982

+550.5% QoQ

Ownership

0.785%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#20

of 960 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Polar Capital Holdings Plc holds $2,348,777,000 across 10 Software - Infrastructure names. TWLO ranks #5 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	1,672,688	$570,420,061
2	CRWD	CrowdStrike Holdings, Inc.	2,153,756	$410,904,338
3	MSFT	Microsoft Corp	863,720	$322,184,834
4	NET	Cloudflare, Inc.	1,240,516	$304,273,764
5	TWLO	Twilio Inc This page	1,204,982	$248,623,936
6	MDB	MongoDB, Inc.	689,071	$231,458,948
7	AKAM	Akamai Technologies Inc	1,575,971	$186,295,531
8	KSPI	Joint Stock Co Kaspi.kz	673,258	$58,331,073

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,623,936	1,204,982	+550.5%	Shares	Defined	2026-08-14
2026-03-31	$23,306,016	185,233	+121.1%	Shares	Defined	2026-05-15
2025-12-31	$11,918,858	83,794	-89.4%	Shares	Defined	2026-02-17
2025-06-30	$98,522,468	792,236	-29.9%	Shares	Defined	2025-08-14
2025-03-31	$110,586,407	1,129,470	+100.3%	Shares	Defined	2025-05-15
2024-12-31	$60,949,446	563,929	+1.6%	Shares	Defined	2025-02-14
2022-03-31	$91,453,398	554,902	+87.3%	Shares	Defined	2022-05-16
2021-12-31	$78,009,998	296,233	-15.9%	Shares	Defined	2022-02-14
2021-09-30	$112,390,148	352,265	-6.1%	Shares	Defined	2021-11-15
2021-06-30	$147,821,824	375,030	+121.1%	Shares	Defined	2021-08-16
2021-03-31	$57,808,230	169,645	-54.7%	Shares	Sole	2021-05-17
2020-12-31	$126,693,441	374,279	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.