Jericho Capital Asset Management’s Twilio TWLO Stock Holding History

Jericho Capital Asset 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	$452M	Buy	2,192,455 +1,494,944	+214%	+$265M	3.74%	12
2026 Q1	$87.8M	Buy	+697,511	New	+$85.8M	1.3%	21
2025 Q4	–	Sell	-1,970,978	Closed	-$197M	–	31
2025 Q3	$197M	Sell	1,970,978 -888,385	-31%	-$100M	2.05%	20
2025 Q2	$356M	Sell	2,859,363 -421,000	-13%	-$44.8M	4.74%	9
2025 Q1	$321M	Buy	3,280,363 +493,000	+18%	+$58.4M	5.84%	6
2024 Q4	$301M	Buy	+2,787,363	New	+$255M	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%	+$89M	4.89%	2
2020 Q4	$103M	Sell	305,000 -19,000	-6%	-$5.94M	2.43%	14
2020 Q3	$80.1M	Buy	+324,000	New	+$79.9M	3.24%	13
2019 Q4	–	Sell	-724,665	Closed	-$79.7M	–	34
2019 Q3	$79.7M	Buy	724,665 +113,692	+19%	+$14.7M	4.55%	9
2019 Q2	$83.3M	Buy	610,973 +241,473	+65%	+$32.2M	3.67%	12
2019 Q1	$47.7M	Sell	369,500 -37,700	-9%	-$4.25M	2.16%	19
2018 Q4	$36.4M	Buy	+407,200	New	+$33.1M	3.7%	11

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jericho Capital Asset Management's TWLO Position: Q2 2026 in Review

Jericho Capital Asset Management increased its Twilio (TWLO) stake by 214% in Q2 2026, buying an estimated $265M and bringing the position to 2,192,455 shares worth $452M. The position accounts for 3.74% of the portfolio, ranked #12.

Jericho Capital Asset Management first reported a position in TWLO in Q4 2018 and has held it in 14 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Jericho Capital Asset Management held 2,192,455 shares of Twilio worth $452M as of Q2 2026.
Jericho Capital Asset Management bought 1,494,944 Twilio shares in Q2 2026, an estimated $265M.
Twilio made up 3.74% of Jericho Capital Asset Management's portfolio in Q2 2026, its #12 holding.
Jericho Capital Asset Management first reported a position in Twilio in Q4 2018 and has held it in 14 quarters since.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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