Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,156,632
+$11,214,435 QoQ
Shares Held
63,765
+254.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#171
of 955 holders
Holding Since
Dec 2024
2 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, 2026Jain Global LLC holds $328,687,136 across 37 Software - Infrastructure names. TWLO ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
509,358 | $190,000,721 | |
| 2 | FTNT |
Fortinet, Inc.
|
124,956 | $19,195,740 | |
| 3 | OKTA |
Okta, Inc.
|
135,313 | $18,463,458 | |
| 4 | ZS |
Zscaler, Inc.
|
106,057 | $14,969,945 | |
| 5 | TWLO |
Twilio Inc
This page
|
63,765 | $13,156,632 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
64,493 | $7,524,398 | |
| 7 | FFIV |
F5, Inc.
|
16,491 | $6,859,596 | |
| 8 | DBX |
Dropbox, Inc.
|
232,402 | $6,384,082 |
All Filings in TWLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,156,632 | 63,765 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $1,942,197 | 17,970 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||