Position in TWLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,424,046
+$3,131,767 QoQ
Shares Held
16,595
+614.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#297
of 955 holders
Holding Since
Sep 2024
7 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 Jun 30, 2026CallValue
$412,660
CallShares
2,000
PutValue
$0
PutShares
0
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, 2026Concurrent Investment Advisors, LLC holds $356,647,636 across 32 Software - Infrastructure names. TWLO ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
644,821 | $240,531,128 | |
| 2 | PANW |
Palo Alto Networks Inc
|
77,696 | $26,495,889 | |
| 3 | ORCL |
Oracle Corp
|
174,482 | $25,570,336 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
201,740 | $23,537,005 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
401,348 | $10,270,495 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
146,136 | $6,970,138 | |
| 7 | TWLO |
Twilio Inc
This page
|
16,595 | $3,424,046 | |
| 8 | FTNT |
Fortinet, Inc.
|
21,315 | $3,274,409 |
All Filings in TWLO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424,046 | 16,595 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $412,660 | 2,000 | Call | Sole | 2026-07-27 | |
| 2026-03-31 | $292,279 | 2,323 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $348,060 | 2,447 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $56,896 | 400 | Call | Sole | 2026-01-29 | |
| 2025-06-30 | $224,345 | 1,804 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $575,514 | 5,878 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $203,730 | 1,885 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $74,481 | 1,142 | Shares | Sole | 2024-10-30 | |
| 2024-09-30 | $163,050 | 2,500 | Call | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||