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
Q2 		$482M Buy
2,335,700
+495,700
+27% +$87.9M 0.65% 32
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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Alkeon Capital Management's TWLO Position: Q2 2026 in Review

Alkeon Capital Management increased its Twilio (TWLO) stake by 27% in Q2 2026, buying an estimated $87.9M and bringing the position to 2,335,700 shares worth $482M. The position accounts for 0.65% of the portfolio, ranked #32.

Alkeon Capital Management first reported a position in TWLO in Q2 2018 and has held it in 20 quarters since. The position peaked at $666M in Q1 2021. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Alkeon Capital Management held 2,335,700 shares of Twilio worth $482M as of Q2 2026.
  • Alkeon Capital Management bought 495,700 Twilio shares in Q2 2026, an estimated $87.9M.
  • Twilio made up 0.65% of Alkeon Capital Management's portfolio in Q2 2026, its #32 holding.
  • Alkeon Capital Management first reported a position in Twilio in Q2 2018 and has held it in 20 quarters since.
  • Alkeon Capital Management's Twilio position peaked at $666M in Q1 2021.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.