Sunstone Asset Management, L.P.

Position in TWLO — Twilio Inc

CIK 2111996 New York, NY

Position in TWLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,065,900

-$389,334 QoQ

Shares Held

5,166

-55.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#445

of 955 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sunstone Asset Management, L.P. holds $9,248,021 across 6 Software - Infrastructure names. TWLO ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNPS	Synopsys Inc	8,150	$3,635,470
2	NTNX	Nutanix, Inc.	32,890	$1,676,074
3	ORCL	Oracle Corp	10,500	$1,538,775
4	TWLO	Twilio Inc This page	5,166	$1,065,900
5	NET	Cloudflare, Inc.	4,046	$992,402
6	S	SentinelOne, Inc.	20,000	$339,400

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,065,900	5,166	-55.3%	Shares	Sole	2026-08-14
2026-03-31	$1,455,234	11,566	+10.0%	Shares	Sole	2026-05-14
2025-12-31	$1,495,653	10,515	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.