Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,621,960
+$597,660 QoQ
Shares Held
7,861
-3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#395
of 955 holders
Holding Since
Dec 2023
5 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, 2026SYON CAPITAL LLC holds $93,075,016 across 23 Software - Infrastructure names. TWLO ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
120,037 | $44,776,201 | |
| 2 | XYZ |
Block, Inc.
|
316,636 | $24,064,336 | |
| 3 | ORCL |
Oracle Corp
|
27,740 | $4,065,297 | |
| 4 | PANW |
Palo Alto Networks Inc
|
10,908 | $3,719,846 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
20,278 | $2,365,834 | |
| 6 | FTNT |
Fortinet, Inc.
|
10,834 | $1,664,319 | |
| 7 | TWLO |
Twilio Inc
This page
|
7,861 | $1,621,960 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
8,040 | $1,533,911 |
All Filings in TWLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,621,960 | 7,861 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,024,300 | 8,141 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $557,154 | 3,917 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $216,794 | 2,166 | Shares | Sole | 2025-11-07 | |
| 2023-12-31 | $371,763 | 4,900 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||