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Disclosery

Atreides Management, LP: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atreides Management, LP on TWLO, newest first. How the timeline and the estimate are built.

Atreides Management, LP held 720,338 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 720,338 shares
    Change vs previous 13F -201,264 shares

    1.33% of the 13F portfolio, value $148,627,340.

    13F-HR 0001777813-26-000009 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 921,602 shares
    Change vs previous 13F +204,656 shares

    2.82% of the 13F portfolio, value $115,955,964.

    13F-HR 0001777813-26-000006 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 716,946 shares
    Change vs previous 13F -248,817 shares

    2.16% of the 13F portfolio, value $101,978,399.

    13F-HR 0001777813-26-000003 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 965,763 shares
    Change vs previous 13F +235,463 shares

    2.51% of the 13F portfolio, value $96,663,219.

    13F-HR 0001777813-25-000008 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 730,300 shares
    Change vs previous 13F +614,943 shares

    2.52% of the 13F portfolio, value $90,820,108.

    13F-HR 0001768757-25-000010 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 115,357 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $11,294,604.

    13F-HR 0001777813-25-000005 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).