Position in TWLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$172,382,933
+$77,337,880 QoQ
Shares Held
835,472
+10.6% QoQ
Ownership
0.544%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#31
of 962 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026DEUTSCHE BANK AG\ holds $20,014,190,521 across 100 Software - Infrastructure names. TWLO ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,564,249 | $12,147,116,152 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,343,546 | $1,481,236,049 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,257,866 | $1,196,785,218 | |
| 4 | ORCL |
Oracle Corp
|
6,081,070 | $891,180,799 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,292,732 | $628,203,871 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,782,726 | $581,102,363 | |
| 7 | NET |
Cloudflare, Inc.
|
1,604,234 | $393,486,509 | |
| 8 | SNPS |
Synopsys Inc
|
834,494 | $372,242,730 |
All Filings in TWLO
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,382,933 | 835,472 | Shares | Defined | 2026-08-07 | |
| 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. | ||||||