Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,901,420
+$10,996,358 QoQ
Shares Held
174,000
-12.1% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#98
of 962 holders
Holding Since
Dec 2023
11 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, 2026Vinva Investment Management Ltd holds $1,134,340,176 across 22 Software - Infrastructure names. TWLO ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,585,751 | $591,516,838 | |
| 2 | FTNT |
Fortinet, Inc.
|
825,869 | $126,869,995 | |
| 3 | NTAP |
NetApp, Inc.
|
641,397 | $99,262,599 | |
| 4 | GEN |
Gen Digital Inc.
|
3,155,454 | $78,539,250 | |
| 5 | VRSN |
Verisign Inc/Ca
|
229,968 | $57,850,750 | |
| 6 | MDB |
MongoDB, Inc.
|
117,361 | $39,421,559 | |
| 7 | TWLO |
Twilio Inc
This page
|
174,000 | $35,901,420 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
298,992 | $34,883,396 |
All Filings in TWLO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,901,420 | 174,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,905,062 | 197,942 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,623,060 | 187,170 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,574,609 | 95,660 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,711,472 | 190,668 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,810,604 | 161,481 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,136,104 | 177,055 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,126,169 | 139,929 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,975,170 | 34,768 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,088,700 | 34,157 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $399,227 | 5,262 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||