Occam Crest Management LP

Position in TWLO — Twilio Inc

CIK 2085909 Darien, CT

Position in TWLO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,410,260

+$5,140 QoQ

Shares Held

43,000

+13.2% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

3.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Occam Crest Management LP holds $15,685,961 across 3 Software - Infrastructure names. TWLO ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FOUR	Shift4 Payments, Inc.	218,345	$9,548,226
2	TWLO	Twilio Inc This page	43,000	$5,410,260
3	CPAY	Corpay, Inc.	2,500	$727,475

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,410,260	43,000	+13.2%	Shares	Sole	2026-05-15
2025-12-31	$5,405,120	38,000	+18.8%	Shares	Sole	2026-02-13
2025-09-30	$3,202,880	32,000	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.