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Disclosery

Occam Crest Management LP: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Occam Crest Management LP on TWLO, newest first. How the timeline and the estimate are built.

Occam Crest Management LP held 35,500 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,500 shares
    Change vs previous 13F -7,500 shares

    3.69% of the 13F portfolio, value $6,682,875.

    13F-HR 0001493152-26-038284 filed by Occam Crest Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,000 shares
    Change vs previous 13F +5,000 shares

    3.36% of the 13F portfolio, value $5,410,260.

    13F-HR 0001493152-26-023698 filed by Occam Crest Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,000 shares
    Change vs previous 13F +6,000 shares

    3.81% of the 13F portfolio, value $5,405,120.

    13F-HR 0001493152-26-006684 filed by Occam Crest Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,000 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $3,202,880.

    13F-HR 0001493152-25-023198 filed by Occam Crest Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).