Position history for Atreides Management, LP's holdings in TWILIO INC
Atreides Management, LP holds 921,602 shares of TWLO (TWILIO INC), worth $116M as of 2026-Q1. The position was increased (+28.6% shares). TWLO represents 2.3% of Atreides Management, LP's portfolio.
Current Value
$116M
Current Shares
921,602
Total Value Change
+$104.7M
Total Shares Change
+806,245
Other major holders of TWLO: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |