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Position history for ALKEON CAPITAL MANAGEMENT LLCALKEON CAPITAL MANAGEMENT LLC's holdings in TWILIO INC

Yes. Alkeon Capital Management holds 2,335,700 shares of TWLO (Twilio), worth $481.9M, as of its Q2 2026 13F filing. It increased the position by 495,700 shares (+26.9%) from Q1 2026. Alkeon Capital Management has held TWLO since Q4 2025, across 3 quarterly 13F filings. TWLO is 0.7% of Alkeon Capital Management's reported 13F portfolio.

Current Value

$481.9M

Current Shares

2.3M

Total Value Change

+$446.4M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.3M
+26.9%
$481.9M0.7%$206.33
55
2026-Q1
Increased
1.8M
+636.0%
$231.5M0.4%$123.51
59
2025-Q4
New
250,000
-
$35.6M0.1%$144.14
40

Other major holders of TWLO: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., JENNISON ASSOCIATES LLC

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