Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,042,172
+$370,168 QoQ
Shares Held
5,051
-5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#449
of 955 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Kera Capital Partners, Inc. holds $15,533,824 across 21 Software - Infrastructure names. TWLO ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,923 | $5,566,577 | |
| 2 | TWLO |
Twilio Inc
This page
|
5,051 | $1,042,172 | |
| 3 | FFIV |
F5, Inc.
|
2,209 | $918,855 | |
| 4 | VRSN |
Verisign Inc/Ca
|
3,332 | $838,197 | |
| 5 | FTNT |
Fortinet, Inc.
|
5,189 | $797,134 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
6,469 | $754,738 | |
| 7 | MDB |
MongoDB, Inc.
|
2,195 | $737,300 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
3,576 | $682,247 |
All Filings in TWLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,172 | 5,051 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $672,004 | 5,341 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $607,791 | 4,273 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $222,355 | 1,788 | Shares | Sole | 2025-07-01 | |
| 2024-12-31 | $247,395 | 2,289 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||