JCAM
Jericho Capital Asset Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356M | Sell |
2,859,363
-421,000
| -13% | -$52.4M | 4.74% | 9 |
|
|
2025
Q1 | $321M | Buy |
3,280,363
+493,000
| +18% | +$48.3M | 5.84% | 6 |
|
|
2024
Q4 | $301M | Buy |
+2,787,363
| New | +$301M | 4.3% | 10 |
|
|
2021
Q3 | – | Sell |
-542,649
| Closed | -$214M | – | 52 |
|
|
2021
Q2 | $214M | Hold |
542,649
| – | – | 5.06% | 5 |
|
|
2021
Q1 | $185M | Buy |
542,649
+237,649
| +78% | +$81M | 4.89% | 2 |
|
|
2020
Q4 | $103M | Sell |
305,000
-19,000
| -6% | -$6.43M | 2.43% | 14 |
|
|
2020
Q3 | $80.1M | Buy |
+324,000
| New | +$80.1M | 3.24% | 13 |
|
|
2019
Q4 | – | Sell |
-724,665
| Closed | -$79.7M | – | 34 |
|
|
2019
Q3 | $79.7M | Buy |
724,665
+113,692
| +19% | +$12.5M | 4.55% | 9 |
|
|
2019
Q2 | $83.3M | Buy |
610,973
+241,473
| +65% | +$32.9M | 3.67% | 12 |
|
|
2019
Q1 | $47.7M | Sell |
369,500
-37,700
| -9% | -$4.87M | 2.16% | 19 |
|
|
2018
Q4 | $36.4M | Buy |
+407,200
| New | +$36.4M | 3.7% | 11 |
|