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ALKEON CAPITAL MANAGEMENT LLC: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALKEON CAPITAL MANAGEMENT LLC on TWLO, newest first. How the timeline and the estimate are built.

ALKEON CAPITAL MANAGEMENT LLC held 2,335,700 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,335,700 shares
    Change vs previous 13F +495,700 shares

    1.86% of the 13F portfolio, value $481,924,981.

    13F-HR 0000919574-26-005175 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,840,000 shares
    Change vs previous 13F +1,590,000 shares

    1.05% of the 13F portfolio, value $231,508,800.

    13F-HR 0000919574-26-003172 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 250,000 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $35,560,000.

    13F-HR 0000919574-26-001015 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).