Question 1

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

Accepted Answer

As of 2026-Q2, Jericho Capital Asset Management L.P. holds 2.2M shares of TWLO (TWILIO INC - A).

Question 2

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

Accepted Answer

As of 2026-Q2, Jericho Capital Asset Management L.P.'s TWLO position is worth $452.4M.

Question 3

Is Jericho Capital Asset Management L.P. buying or selling TWLO?

Accepted Answer

In 2026-Q2, Jericho Capital Asset Management L.P. increased their TWLO position (+214.3% change in shares).

Question 4

When did Jericho Capital Asset Management L.P. first buy TWLO?

Accepted Answer

Based on available 13F filings, Jericho Capital Asset Management L.P. first reported a position in TWLO in 2024-Q4. They have held the position across 16 quarters.

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