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TWLO
2 quarters

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

ALKEON CAPITAL MANAGEMENT LLC holds 1.8M shares of TWLO (TWILIO INC), worth $231.5M as of 2026-Q1. The position was increased (+636.0% shares). TWLO represents 0.4% of ALKEON CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$231.5M

Current Shares

1.8M

Total Value Change

+$195.9M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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: JENNISON ASSOCIATES LLC, BlackRock, Inc., BAILLIE GIFFORD & CO

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