Position in TWLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,731,727
+$700,507 QoQ
Shares Held
8,393
+2.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#380
of 955 holders
Holding Since
Dec 2025
3 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, 2026ANCHYRA PARTNERS LLC holds $22,146,171 across 12 Software - Infrastructure names. TWLO ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,159 | $11,249,910 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,626 | $3,623,678 | |
| 3 | ORCL |
Oracle Corp
|
12,931 | $1,895,038 | |
| 4 | TWLO |
Twilio Inc
This page
|
8,393 | $1,731,727 | |
| 5 | NTAP |
NetApp, Inc.
|
9,897 | $1,531,659 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
4,582 | $534,581 | |
| 7 | SNPS |
Synopsys Inc
|
822 | $366,669 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,305 | $354,094 |
All Filings in TWLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,731,727 | 8,393 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,031,220 | 8,196 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,125,971 | 7,916 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||