Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$171,447,231
+$147,448,199 QoQ
Shares Held
830,937
+335.6% QoQ
Ownership
0.541%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#32
of 962 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FRED ALGER MANAGEMENT, LLC holds $2,390,474,253 across 17 Software - Infrastructure names. TWLO ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,164,479 | $1,926,453,955 | |
| 2 | TWLO |
Twilio Inc
This page
|
830,937 | $171,447,231 | |
| 3 | NET |
Cloudflare, Inc.
|
480,127 | $117,765,550 | |
| 4 | MDB |
MongoDB, Inc.
|
232,714 | $78,168,632 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
347,442 | $54,558,816 | |
| 6 | FFIV |
F5, Inc.
|
22,194 | $9,231,816 | |
| 7 | OKTA |
Okta, Inc.
|
66,702 | $9,101,487 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
41,256 | $7,871,025 |
All Filings in TWLO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,447,231 | 830,937 | Shares | Sole | 2026-08-14 | |
| 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 | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||