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What smart money is saying about Twist Bioscience CorpUnited States flag

TWST · Healthcare · Medical - Diagnostics & Research · Market cap $5.45B

1 fund in our archive has pitched Twist Bioscience Corp — most recently Artisan Global Discovery Strategy in March 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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Reported positions
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Letters

Fund activity · 3 positions · 2 moves

  • HoldsACATIS Investment Report
    July 2026
    Twist Bioscience, which has become one of the top ten positions in the portfolio with a performance of 220%.
    Read the letterTwist Bioscience Corp
  • TrimmedArtisan Partners U.S. Small-Cap Growth Strategy
    June 2026
    We trimmed the position following the stock’s strong appreciation, consistent with our position-sizing discipline.
    Read the letterTwist Bioscience Corp
  • TrimmedArtisan Partners U.S. Mid‑Cap Growth Strategy
    June 2026
    We trimmed the position during the quarter due to the stock’s recent strong performance.
    Read the letterTwist Bioscience Corp

Fund coverage · 1 thesis

  • Artisan Global Discovery Strategy
    March 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.

    Read the full thesis

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