Which hedge funds own TWST? TWIST BIOSCIENCE CORP, Q2 2026 13F holders
43 tracked hedge funds disclosed a position in TWST (TWIST BIOSCIENCE CORP) in their Q2 2026 13F filings, worth $886.7m in total. The largest holder by portfolio weight is Metavasi Capital LP at 7.0% of its book. 21 opened a new position this quarter: Science & Technology Partners, L.P., Atika Capital Management LLC, Armistice Capital, LLC, Scientech Research LLC. 9 exited: Blue Water Life Science Advisors, LP, Semanteon Capital Management, LP, Meridiem Capital Partners LP.
- 43
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 21
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $111m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $97.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $887m
- Combined value Sum of the holders' reported positions in the security.
- 3.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Blue Water Life Science Advisors, LP | 10.5% | $13.1m |
| Semanteon Capital Management, LP | 2.8% | $209k |
| Meridiem Capital Partners LP | 0.7% | $11.4m |
| Stempoint Capital LP | 0.4% | $2.0m |
| Duquesne Family Office LLC | 0.3% | $9.8m |
| Schonfeld Strategic Advisors LLC | 0.1% | $12.3m |
| Point72 Asset Management, L.P. | 0.06% | $31.8m |
| Holocene Advisors, LP | 0.04% | $16.4m |
| Graham Capital Management, L.P. | 0.01% | $264k |
Ownership over time
Who discovered TWST first? Beta
The run: Q3 2025 → Q3 2026, +587%
| Freshford Capital Management, LLC high conviction | Q4 2025 | – | +9.8 pts |
| Soleus Capital Management, L.P. | Q3 2025 | 2.8% | +4.1 pts |
| First Light Asset Management, LLC high conviction | Q4 2024 | 3.2% | +3.9 pts |
| Blue Water Life Science Advisors, LP high conviction | Q4 2025 | – | +3.8 pts |
| Stempoint Capital LP | Q4 2025 | – | +1.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.