Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$231,508,799
+$195,948,799 QoQ
Shares Held
1,840,000
+636.0% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 86%
Shared 14%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ALKEON CAPITAL MANAGEMENT LLC holds $1,395,340,464 across 7 Software - Infrastructure names. TWLO ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNPS |
Synopsys Inc
|
1,569,348 | $622,215,094 | |
| 2 | MSFT |
Microsoft Corp
|
1,201,176 | $444,639,319 | |
| 3 | TWLO |
Twilio Inc
This page
|
1,840,000 | $231,508,799 | |
| 4 | TOST |
Toast, Inc.
|
1,238,096 | $32,821,924 | |
| 5 | PATH |
UiPath, Inc.
|
2,611,276 | $28,985,163 | |
| 6 | RBRK |
Rubrik, Inc.
|
500,000 | $24,485,000 | |
| 7 | DLO |
dLocal Ltd
|
823,837 | $10,685,165 |
All Filings in TWLO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,508,799 | 1,840,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,560,000 | 250,000 | Shares | Sole | 2026-02-17 | |
| 2023-09-30 | $58,529,999 | 1,000,000 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $117,130,590 | 1,841,097 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $180,593,084 | 2,710,387 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $99,736,023 | 2,037,092 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $104,606,053 | 1,512,960 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $148,334,312 | 1,769,888 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $134,896,160 | 818,495 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $233,654,208 | 887,272 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $511,204,881 | 1,602,272 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $664,466,256 | 1,685,778 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $665,885,930 | 1,954,120 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $657,266,803 | 1,941,704 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $309,480,224 | 1,252,500 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $263,852,549 | 1,202,500 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||