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Disclosery

SRS Investment Management, LLC: TWLO position timeline

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

SRS Investment Management, LLC held 1,075,683 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 1,075,683 shares
    Change vs previous 13F -988,725 shares

    2.08% of the 13F portfolio, value $221,945,673.

    13F-HR 0001172661-26-003493 filed by SRS Investment 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 2,064,408 shares
    Change vs previous 13F +254,130 shares

    2.74% of the 13F portfolio, value $259,743,815.

    13F-HR 0001172661-26-002108 filed by SRS Investment 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 1,810,278 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $257,493,943.

    13F-HR 0001172661-26-000908 filed by SRS Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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