Alkeon Capital Management
TWLO icon

Alkeon Capital Management’s Twilio TWLO Stock Holding History

Alkeon Capital Management’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232M Buy
1,840,000
+1,590,000
+636% +$196M 0.39% 52
2025
Q4 		$35.6M Buy
+250,000
New +$31M 0.06% 98
2023
Q4 		– Sell
-1,000,000
Closed -$58.5M – 105
2023
Q3 		$58.5M Sell
1,000,000
-841,097
-46% -$52.4M 0.1% 74
2023
Q2 		$117M Sell
1,841,097
-869,290
-32% -$51.3M 0.2% 63
2023
Q1 		$181M Buy
2,710,387
+673,295
+33% +$41.5M 0.4% 46
2022
Q4 		$99.7M Buy
2,037,092
+524,132
+35% +$29.8M 0.39% 65
2022
Q3 		$105M Sell
1,512,960
-256,928
-15% -$20.5M 0.34% 68
2022
Q2 		$148M Buy
1,769,888
+951,393
+116% +$106M 0.4% 55
2022
Q1 		$135M Sell
818,495
-68,777
-8% -$12.5M 0.27% 81
2021
Q4 		$234M Sell
887,272
-715,000
-45% -$214M 0.43% 58
2021
Q3 		$511M Sell
1,602,272
-83,506
-5% -$30.4M 0.86% 16
2021
Q2 		$664M Sell
1,685,778
-268,342
-14% -$93.2M 0.98% 10
2021
Q1 		$666M Buy
1,954,120
+12,416
+0.6% +$4.65M 0.99% 13
2020
Q4 		$657M Buy
1,941,704
+689,204
+55% +$215M 1.07% 13
2020
Q3 		$309M Buy
1,252,500
+50,000
+4% +$12.3M 0.57% 29
2020
Q2 		$264M Buy
+1,202,500
New +$193M 0.67% 28
2019
Q3 		– Sell
-25,000
Closed -$3.41M – 154
2019
Q2 		$3.41M Buy
+25,000
New +$3.33M 0.01% 132
2018
Q4 		– Sell
-35,000
Closed -$3.02M – 135
2018
Q3 		$3.02M Hold
35,000
– – 0.01% 110
2018
Q2 		$1.96M Buy
+35,000
New +$1.73M 0.01% 111

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Alkeon Capital Management's TWLO Position: Q1 2026 in Review

Alkeon Capital Management increased its Twilio (TWLO) stake by 636% in Q1 2026, buying an estimated $196M and bringing the position to 1,840,000 shares worth $232M. The position accounts for 0.39% of the portfolio, ranked #52.

Alkeon Capital Management first reported a position in TWLO in Q2 2018 and has held it in 19 quarters since. The position peaked at $666M in Q1 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Alkeon Capital Management held 1,840,000 shares of Twilio worth $232M as of Q1 2026.
  • Alkeon Capital Management bought 1,590,000 Twilio shares in Q1 2026, an estimated $196M.
  • Twilio made up 0.39% of Alkeon Capital Management's portfolio in Q1 2026, its #52 holding.
  • Alkeon Capital Management first reported a position in Twilio in Q2 2018 and has held it in 19 quarters since.
  • Alkeon Capital Management's Twilio position peaked at $666M in Q1 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Alkeon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.