Position in TWLO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,423,552
+$715,420 QoQ
Shares Held
11,746
-13.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#335
of 955 holders
Holding Since
Mar 2020
26 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, 2026CENTAURUS FINANCIAL, INC. holds $59,189,183 across 16 Software - Infrastructure names. TWLO ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
73,120 | $27,275,222 | |
| 2 | ORCL |
Oracle Corp
|
55,005 | $8,060,982 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,578 | $6,484,285 | |
| 4 | PANW |
Palo Alto Networks Inc
|
16,608 | $5,663,660 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
18,288 | $3,489,076 | |
| 6 | TWLO |
Twilio Inc
This page
|
11,746 | $2,423,552 | |
| 7 | CRWV |
CoreWeave, Inc.
|
23,113 | $2,300,668 | |
| 8 | SNPS |
Synopsys Inc
|
1,782 | $794,896 |
All Filings in TWLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,423,552 | 11,746 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,708,132 | 13,576 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,931,050 | 13,576 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,359,922 | 13,587 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $1,677,989 | 13,493 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $1,286,145 | 13,136 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,439,409 | 13,318 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $868,599 | 13,318 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $757,163 | 13,328 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $817,025 | 13,361 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,014,533 | 13,372 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $788,516 | 13,472 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $857,088 | 13,472 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $939,349 | 14,098 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $704,093 | 14,381 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,107,691 | 16,021 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $1,345,904 | 16,059 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,620,314 | 15,899 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,175,519 | 15,856 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,722,259 | 14,801 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,790,604 | 14,691 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,962,147 | 14,562 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,146,892 | 15,205 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,333,464 | 17,538 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,803,865 | 17,336 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,906,315 | 21,302 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||