Position history for Jericho Capital Asset Management L.P.'s holdings in TWILIO INC
Jericho Capital Asset Management L.P. holds 697,511 shares of TWLO (TWILIO INC), worth $87.8M as of 2026-Q1. This is a new position. TWLO represents 1.3% of Jericho Capital Asset Management L.P.'s portfolio.
Current Value
$87.8M
Current Shares
697,511
Total Value Change
-$213.5M
Total Shares Change
-2.1M
Other major holders of TWLO: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |