Position in TWLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$994,510
+$388,058 QoQ
Shares Held
4,820
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#455
of 955 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KRS Capital Management, LLC holds $21,854,005 across 10 Software - Infrastructure names. TWLO ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
22,659 | $7,727,172 | |
| 2 | FTNT |
Fortinet, Inc.
|
45,720 | $7,023,506 | |
| 3 | MSFT |
Microsoft Corp
|
4,660 | $1,738,273 | |
| 4 | ORCL |
Oracle Corp
|
9,436 | $1,382,845 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
11,226 | $1,309,737 | |
| 6 | TWLO |
Twilio Inc
This page
|
4,820 | $994,510 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
16,364 | $780,501 | |
| 8 | ZS |
Zscaler, Inc.
|
2,879 | $406,370 |
All Filings in TWLO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,510 | 4,820 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $606,452 | 4,820 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $685,596 | 4,820 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $482,433 | 4,820 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $599,415 | 4,820 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $471,926 | 4,820 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $520,945 | 4,820 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $314,360 | 4,820 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $273,824 | 4,820 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $384,633 | 6,290 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $507,570 | 6,690 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $385,712 | 6,590 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $419,255 | 6,590 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $439,091 | 6,590 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $310,406 | 6,340 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $440,767 | 6,375 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $542,669 | 6,475 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,067,144 | 6,475 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,678,792 | 6,375 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||