Back to Atreides Management, LP Atreides Management, LP

TWLOTWLO
19 quarters

Position history for Atreides Management, LPAtreides Management, LP's holdings in TWILIO INC - A

Atreides Management, LP holds 720,338 shares of TWLO (TWILIO INC - A), worth $148.6M as of 2026-Q2. The position was decreased (-21.8% shares). TWLO represents 1.0% of Atreides Management, LP's portfolio.

Current Value

$148.6M

Current Shares

720,338

Total Value Change

+$135M

Total Shares Change

+581,403

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
720,338
-21.8%
$148.6M1.0%$206.33
0
2026-Q1
Increased
921,602
+28.6%
$116M2.3%$123.51
65
2025-Q4
Decreased
716,946
-25.8%
$102M1.2%$144.14
0
2025-Q3
Increased
965,763
+32.2%
$96.7M1.9%$104.29
60
2025-Q2
Increased
730,300
+533.1%
$90.8M2.5%$122.74
84
2025-Q1
New
115,357
-
$11.3M0.3%$98.98
47
2022-Q4
Exited
0
-100.0%
$00.0%$48.96
0
2022-Q3
Increased
1.2M
+156.8%
$85.8M2.3%$70.59
83
2022-Q2
Decreased
483,477
-40.0%
$40.5M1.5%$89.60
0
2022-Q1
Increased
805,081
+22.1%
$132.7M4.1%$168.63
68
2021-Q4
Increased
659,353
+64.4%
$173.6M5.4%$265.35
87
2021-Q3
Increased
401,172
+423.1%
$128M3.0%$312.80
90
2021-Q2
Decreased
76,695
-25.1%
$30.2M0.5%$400.18
0
2021-Q1
Increased
102,335
+138.9%
$34.9M0.8%$321.20
67
2020-Q4
Increased
42,835
+18.5%
$14.5M0.6%$349.56
48
2020-Q3
Decreased
36,135
-24.1%
$8.9M0.8%$248.80
0
2020-Q2
Decreased
47,635
-78.6%
$10.5M1.5%$210.99
0
2020-Q1
Increased
222,335
+60.0%
$19.9M4.4%$97.00
76
2019-Q4
New
138,935
-
$13.7M3.1%$97.79
79

Other major holders of TWLO: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., SANDS CAPITAL MANAGEMENT, LLC, JENNISON ASSOCIATES LLC

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