Jericho Capital Asset Management L.P.

Position in TWLO — Twilio Inc

CIK 1525234 LOS ANGELES, CA

Position in TWLO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$87,760,834

-$109,514,354 QoQ

Shares Held

697,511

-64.6% QoQ

Ownership

0.460%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Jericho Capital Asset Management L.P. holds $1,420,787,744 across 5 Software - Infrastructure names. TWLO ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFIV	F5, Inc.	2,643,013	$764,702,951
2	MDB	MongoDB, Inc.	996,540	$243,923,095
3	CORZ	Core Scientific, Inc./tx	11,723,450	$175,382,812
4	NTNX	Nutanix, Inc.	3,920,496	$149,018,052
5	TWLO	Twilio Inc This page	697,511	$87,760,834

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.