Position in TWLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$19,807
+$5,087 QoQ
Shares Held
96
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#846
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, 20261015 Capital Partners, LLC holds $1,738,691 across 22 Software - Infrastructure names. TWLO ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,671 | $1,369,356 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,220 | $142,337 | |
| 3 | ORCL |
Oracle Corp
|
553 | $81,042 | |
| 4 | CRWV |
CoreWeave, Inc.
|
400 | $39,816 | |
| 5 | PANW |
Palo Alto Networks Inc
|
65 | $22,166 | |
| 6 | TWLO |
Twilio Inc
This page
|
96 | $19,807 | |
| 7 | MDB |
MongoDB, Inc.
|
54 | $18,138 | |
| 8 | OKTA |
Okta, Inc.
|
121 | $16,510 |
All Filings in TWLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,807 | 96 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,720 | 117 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,642 | 117 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||