Position in TWLO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$345,602
+$131,583 QoQ
Shares Held
1,675
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#635
of 955 holders
Holding Since
Jun 2025
4 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, 2026Stonekeep Investments, LLC holds $4,096,335 across 8 Software - Infrastructure names. TWLO ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,861 | $2,186,270 | |
| 2 | NET |
Cloudflare, Inc.
|
1,430 | $350,750 | |
| 3 | TWLO |
Twilio Inc
This page
|
1,675 | $345,602 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,659 | $310,225 | |
| 5 | PANW |
Palo Alto Networks Inc
|
872 | $297,369 | |
| 6 | XYZ |
Block, Inc.
|
3,524 | $267,824 | |
| 7 | TOST |
Toast, Inc.
|
7,490 | $208,371 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
2,724 | $129,924 |
All Filings in TWLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,602 | 1,675 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $214,019 | 1,701 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $228,010 | 1,603 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $207,929 | 1,672 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||