Position history for Atreides Management, LP's holdings in TWILIO INC
Atreides Management, LP holds 716,946 shares of TWLO (TWILIO INC), worth $102M as of 2025-Q4. The position was decreased (-25.8% shares). TWLO represents 1.2% of Atreides Management, LP's portfolio.
Current Value
$102M
Current Shares
716,946
Total Value Change
+$90.7M
Total Shares Change
+601,589
Other major holders of TWLO: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |