Back to JA Jericho Capital Asset Management L.P.

TWLOTWLO
16 quarters

Position history for JAJericho Capital Asset Management L.P.'s holdings in TWILIO INC

Yes. Jericho Capital Asset Management holds 2,192,455 shares of TWLO (Twilio), worth $452.4M, as of its Q2 2026 13F filing. It increased the position from 697,511 shares in Q1 2026. Jericho Capital Asset Management has held TWLO since Q1 2026, across 2 quarterly 13F filings. TWLO is 3.7% of Jericho Capital Asset Management's reported 13F portfolio.

Current Value

$452.4M

Current Shares

2.2M

Total Value Change

+$404.6M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.2M
+214.3%
$452.4M3.7%$206.33
94
2026-Q1
New
697,511
-
$87.8M1.3%$123.51
69
2025-Q4
Exited
0
-100.0%
$00.0%$144.14
0
2025-Q3
Decreased
2M
-31.1%
$197.3M2.1%$104.29
0
2025-Q2
Decreased
2.9M
-12.8%
$355.6M4.7%$122.74
0
2025-Q1
Increased
3.3M
+17.7%
$321.2M5.8%$98.98
71
2024-Q4
New
2.8M
-
$301.3M4.3%$108.62
87
2021-Q3
Exited
0
-100.0%
$00.0%$312.80
0
2021-Q2
Unchanged
542,649
0.0%
$213.9M5.1%$400.18
0
2021-Q1
Increased
542,649
+77.9%
$184.9M4.9%$321.20
85
2020-Q4
Decreased
305,000
-5.9%
$103.2M2.4%$349.56
0
2020-Q3
New
324,000
-
$80.1M3.2%$248.80
83
2019-Q4
Exited
0
-100.0%
$00.0%$97.79
0
2019-Q3
Increased
724,665
+18.6%
$79.7M4.5%$106.56
67
2019-Q2
Increased
610,973
+65.3%
$83.3M3.7%$136.35
81
2019-Q1
First report
369,500
-
$47.7M2.2%$129.18
0

Other major holders of TWLO: BlackRock, Inc., JENNISON ASSOCIATES LLC, JPMORGAN CHASE & CO

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