Question 1

Does Atreides Management own TWLO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Atreides Management holds 720,338 shares of TWLO (Twilio), worth $148.6M.

Question 2

How many shares of TWLO does Atreides Management own?

Accepted Answer

As of its Q2 2026 13F, Atreides Management holds 720,338 shares of TWLO (Twilio).

Question 3

What is Atreides Management's TWLO position worth?

Accepted Answer

As of its Q2 2026 13F, Atreides Management's TWLO position is worth $148.6M.

Question 4

Is Atreides Management buying or selling TWLO?

Accepted Answer

In Q2 2026, Atreides Management reduced its TWLO position by 201,264 shares (-21.8%).

Question 5

When did Atreides Management first buy TWLO?

Accepted Answer

Atreides Management already held TWLO in its Q4 2019 13F, the earliest on record, and has listed it in 18 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	720,338	-21.8%	$148.6M	1.0%	$206.33	0
2026-Q1	Increased	921,602	+28.6%	$116M	2.3%	$123.51	65
2025-Q4	Decreased	716,946	-25.8%	$102M	1.2%	$144.14	0
2025-Q3	Increased	965,763	+32.2%	$96.7M	1.9%	$104.29	60
2025-Q2	Increased	730,300	+533.1%	$90.8M	2.5%	$122.74	84
2025-Q1	New	115,357	—	$11.3M	0.3%	$98.98	47