Panoramic Capital, LLC

Position in TWLO — Twilio Inc

CIK 1950490 LARKSPUR, CA

Back to TWLO Full portfolio

Position in TWLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,527,537

+$520,748 QoQ

Shares Held

36,483

-34.5% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

3.24%

of 13F equity value

Holder Rank

#225

of 951 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TWLO Over Time

Shares Held

Position Value (USD)

Derivatives in TWLO

reported options exposure · as of Sep 30, 2025

CallValue

$940,846

CallShares

9,400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Panoramic Capital, LLC holds $12,293,133 across 5 Software - Infrastructure names. TWLO ranks #1 (61.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWLO	Twilio Inc This page	36,483	$7,527,537
2	ZETA	Zeta Global Holdings Corp.	95,000	$1,869,600
3	IOT	Samsara Inc.	40,000	$1,297,200
4	AIB	AIB Data Centers Inc.	479,550	$1,016,646
5	BRUN	Boost Run Inc.	15,000	$582,150

All Filings in TWLO

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,527,537	36,483	-34.5%	Shares	Sole	2026-08-14
2026-03-31	$7,006,789	55,689	+36.9%	Shares	Sole	2026-05-15
2025-12-31	$5,787,603	40,689	+49.5%	Shares	Sole	2026-02-17
2025-09-30	$2,723,548	27,211	+81.4%	Shares	Sole	2025-11-14
2025-09-30	$940,846	9,400	—	Call	Sole	2025-11-14
2025-06-30	$1,865,400	15,000	+50.0%	Shares	Sole	2025-08-14
2025-03-31	$979,100	10,000	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.