Nishkama Capital LLC’s Twilio TWLO Stock Holding History

Nishkama Capital LLC’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.3M	Buy	+59,422	New	+$10.5M	0.38%	48
2026 Q1	–	Sell	-64,116	Closed	-$9.12M	–	85
2025 Q4	$9.12M	Buy	+64,116	New	+$7.94M	0.37%	45
2024 Q3	–	Sell	-81,039	Closed	-$4.6M	–	110
2024 Q2	$4.6M	Buy	+81,039	New	+$4.78M	0.35%	42
2022 Q4	–	Sell	-197,885	Closed	-$13.7M	–	56
2022 Q3	$13.7M	Buy	+197,885	New	+$15.8M	6.1%	4
2021 Q3	–	Sell	-2,897	Closed	-$1.14M	–	50
2021 Q2	$1.14M	Buy	+2,897	New	+$1.01M	0.26%	32

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nishkama Capital LLC's TWLO Position: Q2 2026 in Review

Nishkama Capital LLC opened a new position in Twilio (TWLO) in Q2 2026: 59,422 shares worth $12.3M. The stake represents 0.38% of the portfolio and ranks #48 among its holdings. This is a return to the name: Nishkama Capital LLC previously reported a position in TWLO as recently as Q4 2025.

Nishkama Capital LLC first reported a position in TWLO in Q2 2021 and has held it in 5 quarters since. The position peaked at $13.7M in Q3 2022. 967 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Nishkama Capital LLC held 59,422 shares of Twilio worth $12.3M as of Q2 2026.
Twilio was a new Nishkama Capital LLC position in Q2 2026.
Twilio made up 0.38% of Nishkama Capital LLC's portfolio in Q2 2026, its #48 holding.
Nishkama Capital LLC first reported a position in Twilio in Q2 2021 and has held it in 5 quarters since.
Nishkama Capital LLC's Twilio position peaked at $13.7M in Q3 2022.
967 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Nishkama Capital LLC's 13F filing for Q2 2026, filed 14 Aug 2026.