Position in TWLO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$95,045,053
-$17,493,382 QoQ
Shares Held
755,405
-4.5% QoQ
Ownership
0.498%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$6,704
PutShares
80
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026DEUTSCHE BANK AG\ holds $18,501,510,127 across 93 Software - Infrastructure names. TWLO ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,615,124 | $12,073,140,441 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
10,142,047 | $1,483,578,627 | |
| 3 | ORCL |
Oracle Corp
|
6,061,402 | $891,692,837 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,548,713 | $729,249,662 | |
| 5 | FTNT |
Fortinet, Inc.
|
6,443,964 | $526,600,730 | |
| 6 | SNPS |
Synopsys Inc
|
909,431 | $360,571,195 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
851,906 | $332,592,618 | |
| 8 | NET |
Cloudflare, Inc.
|
1,576,501 | $325,295,209 |
All Filings in TWLO
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,045,053 | 755,405 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $112,538,435 | 791,187 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $75,785,342 | 757,172 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $114,958,005 | 924,397 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $89,077,729 | 909,792 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $103,123,016 | 954,136 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $51,080,298 | 783,200 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $36,522,406 | 642,887 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $30,540,324 | 499,433 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $33,119,071 | 436,524 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,938,227 | 357,735 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $24,945,144 | 392,096 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $41,873,950 | 628,455 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $43,813,858 | 894,891 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $57,986,329 | 838,680 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,704 | 80 | Put | Defined | 2022-08-11 | |
| 2022-06-30 | $48,716,819 | 581,277 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $30,654 | 186 | Call | Defined | 2022-05-13 | |
| 2022-03-31 | $194,475 | 1,180 | Put | Defined | 2022-05-13 | |
| 2022-03-31 | $105,018,904 | 637,212 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $157,793,322 | 599,200 | Shares | Defined | 2022-02-16 | |
| 2021-12-31 | $419,237 | 1,592 | Put | Defined | 2022-02-16 | |
| 2021-12-31 | $10,533 | 40 | Call | Defined | 2022-02-16 | |
| 2021-09-30 | $507,927 | 1,592 | Put | Defined | 2021-11-04 | |
| 2021-09-30 | $281,274,474 | 881,600 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $232,377,811 | 589,552 | Shares | Defined | 2021-08-11 | |
| 2021-06-30 | $595,969 | 1,512 | Put | Defined | 2021-08-11 | |
| 2021-03-31 | $205,365,481 | 602,669 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $782,384 | 2,296 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $778,211 | 2,299 | Put | Defined | 2021-02-16 | |
| 2020-12-31 | $177,003,678 | 522,906 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $139,176,399 | 563,262 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $519,136 | 2,101 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $330,446 | 1,506 | Put | Defined | 2020-08-13 | |
| 2020-06-30 | $111,579,233 | 508,519 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $715 | 8 | Put | Defined | 2020-05-14 | |
| 2020-03-31 | $67,507,134 | 754,354 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||