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Equibles

ALKEON CAPITAL MANAGEMENT LLC

Position in TWLO — Twilio Inc

CIK 1230239 New York, NY
Back to TWLO Full portfolio

Position in TWLO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$481,924,980
+$250,416,181 QoQ
Shares Held
2,335,700
+26.9% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#8
of 962 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority Sole 85% Shared 15% None 0%

Common Shares in TWLO Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

ALKEON CAPITAL MANAGEMENT LLC holds $1,439,896,585 across 6 Software - Infrastructure names. TWLO ranks #2 (33.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SNPS
Synopsys Inc
 1,270,948 $566,931,774
2 TWLO
Twilio Inc
This page 		2,335,700 $481,924,980
3 MSFT
Microsoft Corp
 851,176 $317,505,671
4 TOST
Toast, Inc.
 1,238,096 $34,443,829
5 PATH
UiPath, Inc.
 2,611,276 $28,384,570
6 DLO
dLocal Ltd
 823,837 $10,705,761

All Filings in TWLO

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $481,924,980 2,335,700
2026-03-31 $231,508,799 1,840,000
2025-12-31 $35,560,000 250,000
2023-09-30 $58,529,999 1,000,000
2023-06-30 $117,130,590 1,841,097
2023-03-31 $180,593,084 2,710,387
2022-12-31 $99,736,023 2,037,092
2022-09-30 $104,606,053 1,512,960
2022-06-30 $148,334,312 1,769,888
2022-03-31 $134,896,160 818,495
2021-12-31 $233,654,208 887,272
2021-09-30 $511,204,881 1,602,272
2021-06-30 $664,466,256 1,685,778
2021-03-31 $665,885,930 1,954,120
2020-12-31 $657,266,803 1,941,704
2020-09-30 $309,480,224 1,252,500
2020-06-30 $263,852,549 1,202,500