Jericho Capital Asset Management’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356M Sell
2025
Q1
$321M Buy
2024
Q4
$301M Buy
2021
Q3
Sell
2021
Q2
$214M Hold
2021
Q1
$185M Buy
2020
Q4
$103M Sell
2020
Q3
$80.1M Buy
2019
Q4
Sell
2019
Q3
$79.7M Buy
2019
Q2
$83.3M Buy
2019
Q1
$47.7M Sell
2018
Q4
$36.4M Buy