Position in TWLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,754,706
+$3,180,395 QoQ
Shares Held
37,584
+3.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#220
of 955 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Oak Harvest Investment Services holds $30,204,646 across 7 Software - Infrastructure names. TWLO ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
This page
|
37,584 | $7,754,706 | |
| 2 | FFIV |
F5, Inc.
|
18,291 | $7,608,324 | |
| 3 | AKAM |
Akamai Technologies Inc
|
52,307 | $6,183,210 | |
| 4 | MSFT |
Microsoft Corp
|
15,197 | $5,668,784 | |
| 5 | PANW |
Palo Alto Networks Inc
|
6,500 | $2,216,630 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
4,730 | $551,849 | |
| 7 | ORCL |
Oracle Corp
|
1,509 | $221,143 |
All Filings in TWLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,754,706 | 37,584 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,574,311 | 36,356 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,620,471 | 39,514 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,589,928 | 35,867 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,361,802 | 35,074 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,171,154 | 22,175 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,695,559 | 15,688 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||