Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$633,226
-$15,915,544 QoQ
Shares Held
3,069
-97.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#540
of 955 holders
Holding Since
Sep 2025
3 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 Jun 30, 2026SORA INVESTORS LLC holds $110,912,172 across 8 Software - Infrastructure names. TWLO ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNPS |
Synopsys Inc
|
89,659 | $39,994,190 | |
| 2 | MSFT |
Microsoft Corp
|
107,134 | $39,963,124 | |
| 3 | TDC |
Teradata Corp /De/
|
542,581 | $18,800,431 | |
| 4 | TOST |
Toast, Inc.
|
157,139 | $4,371,606 | |
| 5 | MDB |
MongoDB, Inc.
|
10,029 | $3,368,741 | |
| 6 | FFIV |
F5, Inc.
|
7,103 | $2,954,563 | |
| 7 | PANW |
Palo Alto Networks Inc
|
2,423 | $826,291 | |
| 8 | TWLO |
Twilio Inc
This page
|
3,069 | $633,226 |
All Filings in TWLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,226 | 3,069 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $16,548,770 | 116,344 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,719,442 | 57,143 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||