Question 1

Does Jericho Capital Asset Management own TWLO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Jericho Capital Asset Management holds 2,192,455 shares of TWLO (Twilio), worth $452.4M.

Question 2

How many shares of TWLO does Jericho Capital Asset Management own?

Accepted Answer

As of its Q2 2026 13F, Jericho Capital Asset Management holds 2,192,455 shares of TWLO (Twilio).

Question 3

What is Jericho Capital Asset Management's TWLO position worth?

Accepted Answer

As of its Q2 2026 13F, Jericho Capital Asset Management's TWLO position is worth $452.4M.

Question 4

Is Jericho Capital Asset Management buying or selling TWLO?

Accepted Answer

In Q2 2026, Jericho Capital Asset Management increased its TWLO position from 697,511 to 2,192,455 shares.

Question 5

When did Jericho Capital Asset Management first buy TWLO?

Accepted Answer

Jericho Capital Asset Management already held TWLO in its Q1 2019 13F, the earliest on record, and has listed it in 13 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.2M	+214.3%	$452.4M	3.7%	$206.33	94
2026-Q1	New	697,511	—	$87.8M	1.3%	$123.51	69
2025-Q4	Exited	0	-100.0%	$0	0.0%	$144.14	0
2025-Q3	Decreased	2M	-31.1%	$197.3M	2.1%	$104.29	0
2025-Q2	Decreased	2.9M	-12.8%	$355.6M	4.7%	$122.74	0
2025-Q1	Increased	3.3M	+17.7%	$321.2M	5.8%	$98.98	71
2024-Q4	New	2.8M	—	$301.3M	4.3%	$108.62	87