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 - A

Jericho Capital Asset Management L.P. holds 2.2M shares of TWLO (TWILIO INC - A), worth $452.4M as of 2026-Q2. The position was increased (+214.3% shares). TWLO represents 3.7% of Jericho Capital Asset Management L.P.'s 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
New
369,500
-
$47.7M2.2%$129.18
77

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

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