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Atreides Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.8M | Buy |
730,300
+614,943
| +533% | +$76.5M | 2.52% | 16 |
|
|
2025
Q1 | $11.3M | Buy |
+115,357
| New | +$11.3M | 0.34% | 37 |
|
|
2022
Q4 | – | Sell |
-1,241,395
| Closed | -$85.8M | – | 40 |
|
|
2022
Q3 | $85.8M | Buy |
1,241,395
+757,918
| +157% | +$52.4M | 2.26% | 11 |
|
|
2022
Q2 | $40.5M | Sell |
483,477
-321,604
| -40% | -$27M | 1.51% | 24 |
|
|
2022
Q1 | $133M | Buy |
805,081
+145,728
| +22% | +$24M | 4.09% | 6 |
|
|
2021
Q4 | $174M | Buy |
659,353
+258,181
| +64% | +$68M | 5.43% | 5 |
|
|
2021
Q3 | $128M | Buy |
401,172
+324,477
| +423% | +$104M | 3.02% | 8 |
|
|
2021
Q2 | $30.2M | Sell |
76,695
-25,640
| -25% | -$10.1M | 0.54% | 32 |
|
|
2021
Q1 | $34.9M | Buy |
102,335
+59,500
| +139% | +$20.3M | 0.79% | 31 |
|
|
2020
Q4 | $14.5M | Buy |
42,835
+6,700
| +19% | +$2.27M | 0.64% | 35 |
|
|
2020
Q3 | $8.93M | Sell |
36,135
-11,500
| -24% | -$2.84M | 0.84% | 26 |
|
|
2020
Q2 | $10.5M | Sell |
47,635
-174,700
| -79% | -$38.3M | 1.48% | 21 |
|
|
2020
Q1 | $19.9M | Buy |
222,335
+83,400
| +60% | +$7.46M | 4.4% | 10 |
|
|
2019
Q4 | $13.7M | Buy |
+138,935
| New | +$13.7M | 3.13% | 15 |
|