Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$283,391,431
+$35,775,488 QoQ
Shares Held
2,252,356
+29.4% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026FIL Ltd holds $6,417,304,812 across 36 Software - Infrastructure names. TWLO ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
9,991,460 | $3,698,538,746 | |
| 2 | ORCL |
Oracle Corp
|
6,504,083 | $956,815,649 | |
| 3 | SNPS |
Synopsys Inc
|
1,157,428 | $458,897,052 | |
| 4 | TWLO |
Twilio Inc
This page
|
2,252,356 | $283,391,431 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
3,326,242 | $246,374,743 | |
| 6 | NTNX |
Nutanix, Inc.
|
5,191,602 | $197,332,791 | |
| 7 | MDB |
MongoDB, Inc.
|
464,411 | $113,673,879 | |
| 8 | OS |
OneStream, Inc.
|
3,992,145 | $95,811,480 |
All Filings in TWLO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,391,431 | 2,252,356 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $247,615,943 | 1,740,832 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $271,830,026 | 2,715,856 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,259,038 | 50,330 | Shares | Defined | 2025-08-14 | |
| 2022-09-30 | $19,151 | 277 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $12,739 | 152 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $25,051 | 152 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,369,006 | 8,996 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,141,615 | 22,384 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,056,614 | 22,977 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,750,143 | 5,136 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,824,908 | 17,208 | Shares | Defined | 2021-03-23 | |
| 2020-09-30 | $1,896,415 | 7,675 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||