Position in TWLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$148,627,339
+$32,671,376 QoQ
Shares Held
720,338
-21.8% QoQ
Ownership
0.469%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#37
of 962 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Atreides Management, LP holds $1,010,855,854 across 7 Software - Infrastructure names. TWLO ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
876,954 | $299,058,853 | |
| 2 | CRWV |
CoreWeave, Inc.
|
2,124,845 | $211,507,071 | |
| 3 | TWLO |
Twilio Inc
This page
|
720,338 | $148,627,339 | |
| 4 | AKAM |
Akamai Technologies Inc
|
910,583 | $107,640,016 | |
| 5 | GTLB |
Gitlab Inc.
|
3,373,169 | $102,982,849 | |
| 6 | IOT |
Samsara Inc.
|
2,308,649 | $74,869,487 | |
| 7 | WIX |
Wix.com Ltd.
|
1,458,458 | $66,170,239 |
All Filings in TWLO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,627,339 | 720,338 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $115,955,963 | 921,602 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $101,978,399 | 716,946 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $96,663,218 | 965,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $90,820,108 | 730,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,294,603 | 115,357 | Shares | Sole | 2025-05-15 | |
| 2022-09-30 | $85,830,050 | 1,241,395 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $40,520,207 | 483,477 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $132,685,399 | 805,081 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $173,634,019 | 659,353 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $127,993,926 | 401,172 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $30,230,101 | 76,695 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $34,871,674 | 102,335 | Shares | Sole | 2021-06-01 | |
| 2020-12-31 | $14,499,647 | 42,835 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,928,597 | 36,135 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,452,071 | 47,635 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $19,896,759 | 222,335 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||