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TWLO
6 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

Other major holders of TWLO: JENNISON ASSOCIATES LLC, BlackRock, Inc., BAILLIE GIFFORD & CO

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