DEEPWATER ASSET MANAGEMENT, LLC

Position in TWLO — Twilio Inc

CIK 1964171 Minneapolis, MN

Position in TWLO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,587,291

New position

Shares Held

31,926

first reported quarter

Ownership

0.021%

of shares outstanding

% of Portfolio

2.99%

of 13F equity value

Holder Rank

#241

of 955 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DEEPWATER ASSET MANAGEMENT, LLC holds $26,631,025 across 5 Software - Infrastructure names. TWLO ranks #3 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BB	BLACKBERRY Ltd	730,450	$9,240,192
2	RBRK	Rubrik, Inc.	94,601	$7,594,568
3	TWLO	Twilio Inc This page	31,926	$6,587,291
4	NET	Cloudflare, Inc.	6,625	$1,624,980
5	SNPS	Synopsys Inc	3,551	$1,583,994

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,587,291	31,926	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.