Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,633,269
+$825,512 QoQ
Shares Held
12,981
+57.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026DARK FOREST CAPITAL MANAGEMENT LP holds $36,923,739 across 27 Software - Infrastructure names. TWLO ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
|
333,842 | $8,850,151 | |
| 2 | MSFT |
Microsoft Corp
|
12,861 | $4,760,756 | |
| 3 | RELY |
Remitly Global, Inc.
|
156,816 | $2,457,306 | |
| 4 | FIVN |
Five9, Inc.
|
119,732 | $1,816,334 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
117,387 | $1,756,109 | |
| 6 | S |
SentinelOne, Inc.
|
133,282 | $1,716,672 | |
| 7 | TWLO |
Twilio Inc
This page
|
12,981 | $1,633,269 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
10,535 | $1,541,059 |
All Filings in TWLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,633,269 | 12,981 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $807,757 | 8,250 | Shares | Sole | 2025-05-15 | |
| 2023-09-30 | $1,315,227 | 22,471 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,010,412 | 15,882 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $6,756 | 138 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $83 | 1 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $8,163 | 31 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $14,583 | 37 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||