Atreides Management’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.8M Buy
2025
Q1
$11.3M Buy
2022
Q4
Sell
2022
Q3
$85.8M Buy
2022
Q2
$40.5M Sell
2022
Q1
$133M Buy
2021
Q4
$174M Buy
2021
Q3
$128M Buy
2021
Q2
$30.2M Sell
2021
Q1
$34.9M Buy
2020
Q4
$14.5M Buy
2020
Q3
$8.93M Sell
2020
Q2
$10.5M Sell
2020
Q1
$19.9M Buy
2019
Q4
$13.7M Buy