Position in TWLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,682,290
New position
Shares Held
13,000
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#328
of 960 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Polymer Capital Management (HK) LTD holds $7,803,491 across 2 Software - Infrastructure names. TWLO ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
|
20,879 | $5,121,201 | |
| 2 | TWLO |
Twilio Inc
This page
|
13,000 | $2,682,290 |
All Filings in TWLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,682,290 | 13,000 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||