Question 1

How many shares of TWLO does Atreides Management, LP own?

Accepted Answer

As of 2026-Q2, Atreides Management, LP holds 720,338 shares of TWLO (TWILIO INC).

Question 2

What is Atreides Management, LP's TWLO position worth?

Accepted Answer

As of 2026-Q2, Atreides Management, LP's TWLO position is worth $148.6M.

Question 3

Is Atreides Management, LP buying or selling TWLO?

Accepted Answer

In 2026-Q2, Atreides Management, LP decreased their TWLO position (-21.8% change in shares).

Question 4

When did Atreides Management, LP first buy TWLO?

Accepted Answer

Based on available 13F filings, Atreides Management, LP first reported a position in TWLO in 2019-Q4. They have held the position across 19 quarters.

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
2022-Q4	Exited	0	-100.0%	$0	0.0%	$48.96	0
2022-Q3	Increased	1.2M	+156.8%	$85.8M	2.3%	$70.59	83
2022-Q2	Decreased	483,477	-40.0%	$40.5M	1.5%	$89.60	0
2022-Q1	Increased	805,081	+22.1%	$132.7M	4.1%	$168.63	68
2021-Q4	Increased	659,353	+64.4%	$173.6M	5.4%	$265.35	87
2021-Q3	Increased	401,172	+423.1%	$128M	3.0%	$312.80	90
2021-Q2	Decreased	76,695	-25.1%	$30.2M	0.5%	$400.18	0
2021-Q1	Increased	102,335	+138.9%	$34.9M	0.8%	$321.20	67
2020-Q4	Increased	42,835	+18.5%	$14.5M	0.6%	$349.56	48
2020-Q3	Decreased	36,135	-24.1%	$8.9M	0.8%	$248.80	0
2020-Q2	Decreased	47,635	-78.6%	$10.5M	1.5%	$210.99	0
2020-Q1	Increased	222,335	+60.0%	$19.9M	4.4%	$97.00	76
2019-Q4	First report	138,935	-	$13.7M	3.1%	$97.79	0

TWLO19 quarters

TWLO
19 quarters