What smart money is saying about Twist Bioscience
TWST · Healthcare · Biotechnology · Market cap $8.91B
7 funds in our archive have pitched Twist Bioscience — most recently Acatis in September 2026.
Company profile
Twist Bioscience Corporation operates as a leading synthetic biology firm, specializing in the production and sale of products developed from synthesized DNA. The company utilizes a unique DNA synthesis platform that facilitates the creation of artificial DNA by "writing" it directly onto silicon chips. Its extensive product catalog encompasses custom synthetic genes, specialized tools designed for sample preparation, comprehensive antibody libraries essential for pharmaceutical research and development, and advanced applications leveraging DNA for digital data storage. Twist Bioscience has established strategic collaborations with several organizations, including Victorian Clinical Genetic Services, Vivlion GmbH, Kyowa Kirin Pharmaceutical Research, Inc., deepCDR Biologics AG, and Centogene N.V., with the shared goal of innovating advanced sequencing technologies. Furthermore, the company engages in a research alliance with Boehringer Ingelheim International GmbH, where it applies its exclusive antibody libraries to identify and develop therapeutic antibodies against a multitude of targets. The corporation was founded in 2013 and is headquartered in South San Francisco, California.
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26
Reported positions
4
Bought
7
Sold
27
Letters
Position history
Between Q3 2025 and Q4 2026, 26 fund letters reported a position in Twist Bioscience — 4 opened or added to the position, 7 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q3 2026 | 17 | 1 | 4 | 6 |
| Q2 2026 | 7 | 2 | 3 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 0 |
Fund activity · 26 positions · 11 moves
- HoldsAcatisOctober 2026
Listed in Acatis’s reported holdings.
Twist Bioscience - HoldsAcatisSeptember 2026
“Twist Bioscience has become your largest equity position - another com- pany that works with genes. Why? I view Twist as a sort of “Microsoft of the gene sector”. A silicon platform is used to create tailored synthetic DNA - in large quantities, quickly and at a fraction of the usual cost. I call it “genes to order”. Earnings are generated from direct sales of these components,and from partnerships in AI-supported drug develop- ment. Twist became the largest position in the fund because the share price has increased by more than 300 percent since our entry, and by over 40 percent in August alone.”
Twist Bioscience - New positionClearBridge Investments SMID Cap Growth StrategySeptember 2026
“Portfolio Highlights The ClearBridge SMID Cap Growth Strategy outperformed its Russell 2500 Growth Index benchmark during the third quarter. On an absolute basis, the Strategy had positive contributions from two of the nine sectors in which it was invested: health care and energy. Meanwhile, the industrials sector detracted the most. On a relative basis, overall stock selection contributed to performance, while overall sector allocation detracted. Stock selection in the health care, IT and energy sectors benefited performance. Conversely, an overweight to the industrials sector and stock selection in the consumer discretionary, consumer staples and industrials sectors weighed on relative results. On an individual stock basis, the biggest contributors to relative returns were Everpure, Natera, Charles River Laboratories, Rubrik and Dynatrace. The largest detractors from relative returns were Allegro MicroSystems, WillScot, Casey’s General Stores, RBC Bearings and BWX Technologies. In addition to the transactions discussed above, we added positions in, FirstCash in financials, JFrog in IT, Lindblad Expeditions in consumer discretionary, Materion in materials and Spyre Therapeutics and Twist Biosciences in health care.”
Twist Bioscience - September 2026
“The top contributors to relative performance in the period were Twist Bioscience, RingCentral, and Five9.”
Twist Bioscience - September 2026
“• The top contributors to relative performance in the period were Twist Bioscience, Twilio, and Embraer.”
Twist Bioscience - September 2026
“Like last quarter, Twist Bioscience was again a top performer, along with Marex and Guidewire. Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Quarterly revenues exceeded expectations, driven by strength in its DNA synthesis and protein solutions segment, where AI-related demand continues to accelerate. Management raised full-year revenue guidance and reiterated its expectation to reach adjusted EBITDA breakeven in its fiscal Q4 ending in September. We believe growing adoption of AI-enabled drug discovery could provide an additional long-term growth driver. We began the quarter by harvesting some of our Twist capital campaign solely to balance a position that had appreciated to a level we found less tolerable. We subsequently harvested additional capital as the stock’s valuation rose to a level that we felt no longer justified the size of our position.”
Twist Bioscience - September 2026
“Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform across drug discovery, diagnostics and other applications. Revenue grew 23% year over year, exceeding expectations, driven by strength in DNA synthesis and protein solutions. Twist is also gaining traction in AI-enabled drug discovery, serving as an integrated lab partner for Amazon Bio Discovery and as an independent evaluator of Anthropic’s AI-designed protein binders. We believe these developments reinforce the company’s strong position in next-generation pharmaceutical research. We trimmed the position following strong share-price appreciation.”
Twist Bioscience - September 2026
“Among our top contributors in Q3 were Twist Bioscience, Cloudflare and Robinhood. Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform across drug discovery, diagnostics and other applications. Revenue grew 23% year over year, exceeding expectations, driven by strength in DNA synthesis and protein solutions. Twist is also gaining traction in AI-enabled drug discovery, serving as an integrated lab partner for Amazon Bio Discovery and as an independent evaluator of Anthropic’s AI-designed protein binders. We believe these developments reinforce the company’s strong position in next-generation pharmaceutical research. We trimmed the position following strong share-price appreciation.”
Twist Bioscience - September 2026
“Twist Bioscience is a synthetic biology company that uses a proprietary silicon- based platform to manufacture custom DNA at scale.”
Twist Bioscience - September 2026
“• Twist Bioscience is a synthetic biology company that uses a proprietary silicon-based platform to manufacture custom DNA at scale. Its products and services help pharmaceutical, biotechnology, and diagnostics companies conduct research, develop new medicines, and evaluate potential drug candidates. We believe Twist is well positioned to benefit from the growing use of artificial intelligence in drug discovery, as AI-generated designs must be produced and tested in the laboratory before they can advance into development. Shares contributed positively during the quarter after the company reported better-than- expected revenue growth and raised its full-year outlook, supported by strong demand from pharmaceutical and AI-enabled drug discovery customers.”
Twist Bioscience - September 2026
“Our largest gains came from the Biotechnology industry, where our position in Twist Bioscience Corp. (TWST) rose following strong second-quarter results that highlighted accelerating demand across several key end markets and increased investor confidence in the company's growth outlook.”
Twist Bioscience - September 2026
“Repligen (RGEN) supplies consumable products used in biologic drug manufacturing while Twist Bioscience (TWST) manufactures synthetic DNA for research and drug discovery and is increasingly 4 perceived by Wall Street as an AI beneficiary. GRAIL (GRAL) develops the Galleri multi-cancer early detection blood test. An FDA advisory committee voted in late September that the test's benefits outweigh its risks, which we believe bodes well for approval early next year. Ligand Pharmaceuticals (LGND) collects royalties on a diversified portfolio of partnered therapies; we added to the position as we gained conviction in the company. We continue to believe AI has the potential to accelerate the discovery of new therapies, and that the tools and platforms in the discovery and manufacturing workflow are a durable way to participate. Given the strong moves, we trimmed TWST and GRAL and started a new position in Cryoport (CYRX),”
Twist Bioscience - September 2026
“Repligen (Health Care, Core Growth) - Trimmed Repligen was among the strategy's strongest contributors as investors responded to improving demand trends across bioprocessing and life-science tools. We also see early signs that AI-enabled drug discovery could increase the number and pace of drug-development programs over time. Twist Bioscience (also a portfolio holding) is more directly exposed earlier in discovery and screening, while Repligen can benefit later as more biologic programs progress toward clinical development and manufacturing.”
Twist Bioscience - September 2026
“Twist Bioscience is a provider of synthetic DNA and other next - generation genomic products used across drug discovery, diagnostics, and data storage applications. Shares outperformed during the quarter following another quarter of record revenue and accelerating growth, driven in part by increasing adoption of the company's platform for AI - enabled drug discovery.”
Twist Bioscience - September 2026
“1. Twist Bioscience Corp. (TWST) TWST develops synthetic DNA products used across biotechnology, pharmaceutical research and next- generation sequencing applications. Shares surged as a strong fiscal 3Q highlighted accelerating demand across several of the company's end markets.”
Twist Bioscience - September 2026
“Twist Bioscience is a synthetic biology company that uses a proprietary silicon-based platform to manufacture custom DNA at scale.”
Twist Bioscience - September 2026
“During the third quarter of 2026, the Polen 5Perspectives Small Growth Composite Portfolio (the “Portfolio”) returned -14.1% net of fees, compared to the -9.4% return of the Russell 2000 Growth Index. • The top contributors to relative performance in the period were Twist Bioscience, RingCentral, and Five9.”
Twist Bioscience - July 2026
“5 Countercyclical. When the market turns away, we lean in. The most heavily weighted sector at the moment is health care, which is wrongly ignored by the market despite the big issue of an aging population. One example is Twist Bioscience, which has become one of the top ten positions in the portfolio with a performance of 220%.”
Twist Bioscience - June 2026
“Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Shares rose 116% after the company reported results well ahead of expectations, supported by strength in DNA synthesis and protein solutions, improving demand for next-generation sequencing and guidance calling for continued momentum. Management also reaffirmed its expectation of reaching adjusted EBITDA breakeven in fiscal Q4 2026. Investor enthusiasm increased following the company’s analyst day, where management highlighted Twist’s current positioning as a beneficiary of AI-enabled drug discovery and growing demand for DNA synthesis and data generation. We trimmed the position following the stock’s strong appreciation, consistent with our position-sizing discipline.”
Twist Bioscience - June 2026
“Among our top contributors in Q2 were Twist Bioscience, Lattice Semiconductor and Comfort Systems. Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Recent results exceeded expectations, driven by strength in its DNA synthesis and protein solutions segment, as well as improving growth in next- generation sequencing. The company continues to benefit from growing demand from large pharmaceutical and AI customers for DNA synthesis and data generation, which may support incremental growth as computational approaches to drug discovery gain broader adoption. We trimmed the position during the quarter due to the stock’s recent strong performance.”
Twist Bioscience - June 2026
“Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Recent results exceeded expectations, driven by strength in its DNA synthesis and protein solutions segment, as well as improving growth in next-generation sequencing. The company continues to benefit from growing demand from large pharmaceutical and AI customers for DNA synthesis and data generation, which may support incremental growth as computational approaches to drug discovery gain broader adoption. We trimmed the position during the quarter based on our valuation framework.”
Twist Bioscience - June 2026
“These companies can largely be thought of as "picks and shovels" to the industry and include such names as Repligen (RGEN), Twist Bioscience (TWST), and GRAIL (GRAL).”
191 more words on why — unlock Granahan Investment Management Focused Growth Strategy’s full commentTwist Bioscience - June 2026
“Twist Bioscience, a new portfolio holding added during the quarter, manufactures synthetic DNA and proteins.”
Twist Bioscience - June 2026
“But that doesn't mean that we're automatically trimming all of our stronger performers. Twist Bioscience also made a meaningful contribution over the quarter, but we maintained that position given our conviction in the long-term role of synthetic DNA in biological research, particularly alongside recent advances in AI-driven drug discovery.”
Twist Bioscience - June 2026
“But that doesn't mean that we're automatically trimming all of our stronger performers. Twist Bioscience also made a meaningful contribution over the quarter, but we maintained that position given our conviction in the long-term role of synthetic DNA in biological research, particularly alongside recent advances in AI-driven drug discovery.”
Twist Bioscience - September 2025
“Outside of our software holdings, other Q3 detractors included Twist Bioscience, MACOM Technology Solutions and Wingstop. Twist Bioscience is a life sciences company leveraging a proprietary silicon- based DNA writing platform with synthetic biology applications in drug discovery, diagnostics, agriculture and industrial materials. The company recently reported 18% revenue growth and improved gross margins, driven by strong demand in next-generation sequencing, which helped offset weaker synthetic biology product sales. We view Twist’s risk-reward profile as compelling and see the new Veracyte partnership as further validation of its platform, with potential to drive long-term upside. We used the recent pullback as an opportunity to add to our position.”
Twist Bioscience
Fund coverage · 7 theses
- AcatisSeptember 2026
Twist Bioscience uses a silicon platform to make synthetic DNA at scale and benefits from direct sales and AI drug-development partnerships.
Read the full thesis - Artisan Partners U.S. Mid-Cap Growth StrategySeptember 2026
Twist Bioscience Corporation uses a proprietary DNA writing platform and is benefiting from AI-enabled drug discovery and strong revenue growth.
Read the full thesis - Artisan Partners U.S. Small-Cap Growth StrategySeptember 2026
Twist Bioscience has a proprietary DNA writing platform and benefits from AI-driven demand and a durable long-term growth opportunity.
Read the full thesis Twist Bioscience supplies synthetic DNA for discovery and screening, with long-term upside from AI-enabled drug discovery and more development programs.
Read the full thesis- Alger Small Cap Focus FundSeptember 2026
Twist Bioscience manufactures custom DNA at scale and is seen as well positioned to benefit from AI-driven drug discovery demand and accelerating orders.
Read the full thesis Twist Bioscience Corp. develops synthetic DNA products and is supported by accelerating demand, AI-related durability, and margin improvement.
Read the full thesis- Artisan Global Discovery StrategyMarch 2026
Twist Bioscience is a DNA synthesis platform company showing revenue and margin momentum with AI- and pharma-driven demand and potential market share gains.
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