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Disclosery

Panoramic Capital, LLC: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Panoramic Capital, LLC on TWLO, newest first. How the timeline and the estimate are built.

Panoramic Capital, LLC held 36,483 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 36,483 shares
    Change vs previous 13F -19,206 shares

    3.24% of the 13F portfolio, value $7,527,537.

    13F-HR 0001950490-26-000007 filed by Panoramic Capital, LLC
    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 55,689 shares
    Change vs previous 13F +15,000 shares

    4.92% of the 13F portfolio, value $7,006,790.

    13F-HR 0001950490-26-000004 filed by Panoramic Capital, LLC
    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 40,689 shares
    Change vs previous 13F +13,478 shares

    3.31% of the 13F portfolio, value $5,787,603.

    13F-HR 0001950490-26-000002 filed by Panoramic Capital, LLC
    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 27,211 shares
    Change vs previous 13F +12,211 shares

    1.73% of the 13F portfolio, value $2,723,549.

    13F-HR 0001950490-25-000006 filed by Panoramic Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,000 shares
    Change vs previous 13F +5,000 shares

    1.44% of the 13F portfolio, value $1,865,400.

    13F-HR 0001879202-25-000035 filed by Panoramic Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,000 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $979,100.

    13F-HR 0001879202-25-000020 filed by Panoramic Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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