Position in TWLO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$29,804,614
+$10,999,921 QoQ
Shares Held
236,883
+79.2% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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, 2026J. Safra Sarasin Holding AG holds $340,990,423 across 17 Software - Infrastructure names. TWLO ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
627,951 | $232,448,618 | |
| 2 | TWLO |
Twilio Inc
This page
|
236,883 | $29,804,614 | |
| 3 | FTNT |
Fortinet, Inc.
|
340,664 | $27,839,058 | |
| 4 | ZS |
Zscaler, Inc.
|
131,284 | $18,417,831 | |
| 5 | SNPS |
Synopsys Inc
|
46,126 | $18,288,036 | |
| 6 | PANW |
Palo Alto Networks Inc
|
23,540 | $3,773,931 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
16,559 | $2,422,249 | |
| 8 | ORCL |
Oracle Corp
|
15,677 | $2,306,242 |
All Filings in TWLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,804,614 | 236,883 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $18,804,693 | 132,204 | Shares | Defined | 2026-01-15 | |
| 2025-06-30 | $1,901,837 | 15,293 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $2,585,214 | 26,404 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,895,506 | 17,538 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,750,243 | 26,836 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,572,330 | 27,677 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||