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Disclosery

Jericho Capital Asset Management L.P.: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jericho Capital Asset Management L.P. on TWLO, newest first. How the timeline and the estimate are built.

Jericho Capital Asset Management L.P. held 2,192,455 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 2,192,455 shares
    Change vs previous 13F +1,494,944 shares

    3.74% of the 13F portfolio, value $452,369,240.

    13F-HR 0001172661-26-003815 filed by Jericho Capital Asset Management L.P.
    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 697,511 shares
    Change vs previous 13F +697,511 shares

    1.3% of the 13F portfolio, value $87,760,834.

    13F-HR 0001172661-26-002281 filed by Jericho Capital Asset Management L.P.
    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 0 shares
    Change vs previous 13F -1,970,978 shares

    13F-HR 0001172661-26-001142 filed by Jericho Capital Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 1,970,978 shares
    Change vs previous 13F -888,385 shares

    2.05% of the 13F portfolio, value $197,275,188.

    13F-HR 0001172661-25-005043 filed by Jericho Capital Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,859,363 shares
    Change vs previous 13F -421,000 shares

    4.74% of the 13F portfolio, value $355,590,382.

    13F-HR 0001172661-25-003480 filed by Jericho Capital Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,280,363 shares
    Change vs previous 13F +493,000 shares

    5.84% of the 13F portfolio, value $321,180,341.

    13F-HR 0001172661-25-002335 filed by Jericho Capital Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,787,363 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $301,258,193.

    13F-HR 0001172661-25-001193 filed by Jericho Capital Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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