Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,324,715
+$1,914,455 QoQ
Shares Held
35,500
-17.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
3.65%
of 13F equity value
Holder Rank
#228
of 955 holders
Holding Since
Sep 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, 2026Occam Crest Management LP holds $18,458,635 across 3 Software - Infrastructure names. TWLO ranks #2 (39.7% of the industry book) .
All Filings in TWLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,324,715 | 35,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,410,260 | 43,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,405,120 | 38,000 | 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. | ||||||