Position in TWLO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$115,955,963
+$13,977,564 QoQ
Shares Held
921,602
+28.5% QoQ
Ownership
0.607%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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 Mar 31, 2026Atreides Management, LP holds $487,849,297 across 7 Software - Infrastructure names. TWLO ranks #1 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
This page
|
921,602 | $115,955,963 | |
| 2 | PANW |
Palo Alto Networks Inc
|
561,797 | $90,067,295 | |
| 3 | AKAM |
Akamai Technologies Inc
|
682,837 | $78,423,829 | |
| 4 | CRWV |
CoreWeave, Inc.
|
810,535 | $62,792,146 | |
| 5 | WIX |
Wix.com Ltd.
|
650,414 | $58,582,788 | |
| 6 | SNPS |
Synopsys Inc
|
136,925 | $54,288,024 | |
| 7 | RBRK |
Rubrik, Inc.
|
566,454 | $27,739,252 |
All Filings in TWLO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||