Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,999,032
-$28,982,665 QoQ
Shares Held
190,741
-48.8% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026FRED ALGER MANAGEMENT, LLC holds $2,243,189,337 across 19 Software - Infrastructure names. TWLO ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,986,013 | $1,845,672,431 | |
| 2 | NET |
Cloudflare, Inc.
|
538,062 | $111,023,713 | |
| 3 | MDB |
MongoDB, Inc.
|
438,613 | $107,359,303 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
651,134 | $95,247,881 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
344,756 | $29,573,168 | |
| 6 | TWLO |
Twilio Inc
This page
|
190,741 | $23,999,032 | |
| 7 | SNPS |
Synopsys Inc
|
19,390 | $7,687,747 | |
| 8 | OKTA |
Okta, Inc.
|
80,877 | $6,365,828 |
All Filings in TWLO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,999,032 | 190,741 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,981,697 | 372,481 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,339,069 | 442,992 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,482,993 | 11,925 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $217,066 | 2,217 | Shares | Sole | 2025-05-16 | |
| 2024-03-31 | $545,152 | 8,915 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $79,469,074 | 482,186 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $183,792,359 | 697,928 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $174,080,380 | 545,621 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $172,974,356 | 438,843 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $189,145,653 | 555,070 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $203,561,714 | 601,364 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $123,695,971 | 500,611 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $124,671,372 | 568,186 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $22,179,917 | 247,848 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||