Jericho Capital Asset Management L.P.

Position in TWLO — Twilio Inc

CIK 1525234 LOS ANGELES, CA

Position in TWLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$452,369,240

+$364,608,406 QoQ

Shares Held

2,192,455

+214.3% QoQ

Ownership

1.43%

of shares outstanding

% of Portfolio

3.74%

of 13F equity value

Holder Rank

#11

of 962 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Jericho Capital Asset Management L.P. holds $2,400,468,523 across 5 Software - Infrastructure names. TWLO ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFIV	F5, Inc.	2,118,749	$881,314,834
2	CORZ	Core Scientific, Inc./tx	22,882,942	$585,574,485
3	TWLO	Twilio Inc This page	2,192,455	$452,369,240
4	NTNX	Nutanix, Inc.	5,668,014	$288,841,993
5	ZS	Zscaler, Inc.	1,362,862	$192,367,971

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,369,240	2,192,455	+214.3%	Shares	Sole	2026-08-14
2026-03-31	$87,760,834	697,511	-64.6%	Shares	Sole	2026-05-15
2025-09-30	$197,275,188	1,970,978	-31.1%	Shares	Sole	2025-11-14
2025-06-30	$355,590,382	2,859,363	-12.8%	Shares	Sole	2025-08-14
2025-03-31	$321,180,341	3,280,363	+17.7%	Shares	Sole	2025-05-15
2024-12-31	$301,258,193	2,787,363	+413.7%	Shares	Sole	2025-02-14
2021-06-30	$213,890,529	542,649	0.0%	Shares	Sole	2021-08-16
2021-03-31	$184,913,073	542,649	+77.9%	Shares	Sole	2021-05-17
2020-12-31	$103,242,500	305,000	-5.9%	Shares	Sole	2021-02-16
2020-09-30	$80,057,160	324,000	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.