PINNBROOK CAPITAL MANAGEMENT LP

Position in TWLO — Twilio Inc

CIK 1856103 NEW YORK, NY

Position in TWLO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,107,368

New position

Shares Held

29,600

first reported quarter

Ownership

0.019%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#250

of 951 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PINNBROOK CAPITAL MANAGEMENT LP holds $18,973,052 across 4 Software - Infrastructure names. TWLO ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWLO	Twilio Inc This page	29,600	$6,107,368
2	DOCN	DigitalOcean Holdings, Inc.	34,262	$5,380,161
3	FTNT	Fortinet, Inc.	25,900	$3,978,758
4	OKTA	Okta, Inc.	25,700	$3,506,765

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,107,368	29,600	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.