Position in TWLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$412,660
New position
Shares Held
2,000
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#604
of 955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evelyn Partners Group Ltd holds $377,952,374 across 11 Software - Infrastructure names. TWLO ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
934,190 | $348,471,552 | |
| 2 | PANW |
Palo Alto Networks Inc
|
65,033 | $22,177,552 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
21,124 | $4,030,141 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
22,194 | $2,589,373 | |
| 5 | TWLO |
Twilio Inc
This page
|
2,000 | $412,660 | |
| 6 | ORCL |
Oracle Corp
|
995 | $145,817 | |
| 7 | VRNS |
Varonis Systems Inc
|
1,800 | $75,528 | |
| 8 | NET |
Cloudflare, Inc.
|
75 | $18,396 |
All Filings in TWLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,660 | 2,000 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||