What smart money is saying about Twist Bioscience
2 funds in our archive have pitched Twist Bioscience — most recently Granahan Investment Management Focused Growth Strategy in June 2026.
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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Position history
Between Q1 2026 and Q3 2026, 5 fund letters reported a position in Twist Bioscience — 1 opened or added to the position, 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 4 | 1 | 3 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 5 positions · 4 moves
- 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 - New positionGranahan Investment Management Focused Growth StrategyJune 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
Fund coverage · 2 theses
- Granahan Investment Management Focused Growth StrategyJune 2026
Twist Bioscience is a biotech tools provider positioned to benefit from AI-driven tailwinds in the sector.
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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