1832 Asset Management L.P.

Position in TWLO — Twilio Inc

CIK 944388 TORONTO, A6

Position in TWLO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$114,616,315

+$109,840,892 QoQ

Shares Held

555,500

+1554.6% QoQ

Ownership

0.362%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#45

of 954 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

1832 Asset Management L.P. holds $3,686,503,450 across 15 Software - Infrastructure names. TWLO ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,586,763	$2,456,994,334
2	CRWD	CrowdStrike Holdings, Inc.	1,311,636	$250,240,474
3	ORCL	Oracle Corp	1,612,948	$236,377,529
4	PANW	Palo Alto Networks Inc	567,729	$193,606,943
5	TWLO	Twilio Inc This page	555,500	$114,616,315
6	DOCN	DigitalOcean Holdings, Inc.	648,800	$101,881,064
7	MDB	MongoDB, Inc.	269,300	$90,457,870
8	FTNT	Fortinet, Inc.	451,637	$69,380,475

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$114,616,315	555,500	+1554.6%	Shares	Sole	2026-08-13
2025-12-31	$4,775,423	33,573	+58.1%	Shares	Sole	2026-02-13
2025-09-30	$2,125,711	21,238	+39.8%	Shares	Sole	2025-11-14
2025-06-30	$1,889,277	15,192	+21602.9%	Shares	Sole	2025-08-13
2024-06-30	$3,976	70	-99.9%	Shares	Sole	2024-08-13
2022-03-31	$9,542,499	57,900	+578900.0%	Shares	Sole	2022-05-16
2021-12-31	$2,633	10	-100.0%	Shares	Sole	2022-02-15
2021-09-30	$175,743,268	550,833	-44.5%	Shares	Sole	2021-11-15
2021-06-30	$391,400,880	993,000	-8.9%	Shares	Sole	2021-08-20
2021-03-31	$371,598,780	1,090,500	-8.4%	Shares	Sole	2021-05-17
2020-12-31	$403,051,950	1,190,700	+41.2%	Shares	Sole	2021-02-16
2020-09-30	$208,321,579	843,100	+42.2%	Shares	Sole	2020-11-16
2020-06-30	$130,094,118	592,900	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.