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Alkeon Capital Management position in TWLO

TWILIO INC · Technology

Latest position (Q2 2026)2.34M sh
Reported value held$481.92M
Portfolio Weight0.65%
First reportedQ3 2021
Last changeAdd

Quarter by quarter

QuarterSharesValueChange
Q3 2021 1.60M $511.20M New
Q4 2021 887.27K $233.65M Reduce
Q1 2022 818.50K $134.90M Reduce
Q2 2022 1.77M $148.33M Add
Q3 2022 1.51M $104.61M Reduce
Q4 2022 2.04M $99.74M Add
Q1 2023 2.71M $180.59M Add
Q2 2023 1.84M $117.13M Reduce
Q3 2023 1.00M $58.53M Reduce
Q4 2025 250.00K $35.56M New
Q1 2026 1.84M $231.51M Add
Q2 2026 2.34M $481.92M Add

Dots on the line are colored by change type; missing quarters mean no position was reported.

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