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TWLO position history

The shares of Twilio (TWLO) that Atreides Management, LP reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2021 Q3: 401,172 shares, $128M, 3.0% of portfolio
  2. 2021 Q4: 659,353 shares, $174M, 5.4% of portfolio, Add +64.4%
  3. 2022 Q1: 805,081 shares, $133M, 4.1% of portfolio, Add +22.1%
  4. 2022 Q2: 483,477 shares, $41M, 1.5% of portfolio, Reduce −39.9%
  5. 2022 Q3: 1,241,395 shares, $86M, 2.3% of portfolio, Add +156.8%
  6. 2022 Q4: not held, Exit
  7. 2023 Q1: not held
  8. 2023 Q2: not held
  9. 2023 Q3: not held
  10. 2023 Q4: not held
  11. 2024 Q1: not held
  12. 2024 Q2: not held
  13. 2024 Q3: not held
  14. 2024 Q4: not held
  15. 2025 Q1: 115,357 shares, $11M, 0.34% of portfolio, New
  16. 2025 Q2: 730,300 shares, $91M, 2.5% of portfolio, Add +533.1%
  17. 2025 Q3: 965,763 shares, $97M, 1.9% of portfolio, Add +32.2%
  18. 2025 Q4: 716,946 shares, $102M, 1.2% of portfolio, Reduce −25.8%
  19. 2026 Q1: 921,602 shares, $116M, 2.3% of portfolio, Add +28.5%
  20. 2026 Q2: 720,338 shares, $149M, 1.0% of portfolio, Reduce −21.8%
Holdings date Value % of holdings Shares Filing date All 13F holders