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TWLO
5 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

Other major holders of TWLO: JENNISON ASSOCIATES LLC, BlackRock, Inc., BAILLIE GIFFORD & CO

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