TWST in the 13F filings
Twist Bioscience Corp · CUSIP 90184D100
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 16 Sep 2024
- latest of these filings; the earliest 25 Jul 2024
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 4 listed it in both
- Shares listed
- 15,388,079
- combined, among listed positions
- Reported value
- $758m
- combined, at the quarter end
Among the 94 comparable managers: 6 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing TWST in Q2 2024
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| ARK Investment Management LLC | 6,129,375 | $302m | 2.68% | Trimmed | -814,600 | 26 Jul 2024 (the filing on sec.gov) |
| Artisan Partners LP | 6,068,671 | $299m | 0.45% | Added | +1,427,097 | 12 Aug 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 984,302 | $49m | under 0.1% | Trimmed | -243,226 | 25 Jul 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 673,057 | $33m | 0.09% | New | new | 16 Sep 2024 (the filing on sec.gov) |
| Two Sigma Investments LP | 579,227 | $29m | 0.07% | Added | n.a. | 14 Aug 2024 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 409,484 | $20m | 0.07% | Trimmed | -302,217 | 14 Aug 2024 (the filing on sec.gov) |
| Two Sigma Advisers LP | 340,000 | $17m | under 0.1% | Added | n.a. | 14 Aug 2024 (the filing on sec.gov) |
| Farallon Capital Management LLC | 192,000 | $9.5m | under 0.1% | New | new | 14 Aug 2024 (the filing on sec.gov) |
| Caxton Associates LLP | 11,963 | $590k | under 0.1% | New | new | 14 Aug 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Artisan Partners LPexisting position · 6,068,671 shares now+1,427,097
- Point72 Asset Management LPnew position · 673,057 shares now+673,057
- Farallon Capital Management LLCnew position · 192,000 shares now+192,000
- Caxton Associates LLPnew position · 11,963 shares now+11,963
Reductions
- ARK Investment Management LLCexisting position · 6,129,375 shares now-814,600
- Voloridge Investment Management LLCexisting position · 409,484 shares now-302,217
- Baillie Gifford & Coexisting position · 984,302 shares now-243,226
New positions and exits
New (3)
Exited (1)
- PDT Partners LLCwas $3.6m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2018 | 1 | $2.3m | n.a. | n.a. |
| Q1 2019 | 1 | $1.7m | n.a. | n.a. |
| Q2 2019 | 4 | $30m | n.a. | n.a. |
| Q3 2019 | 2 | $6.8m | n.a. | n.a. |
| Q4 2019 | 4 | $26m | n.a. | n.a. |
| Q1 2020 | 4 | $67m | n.a. | n.a. |
| Q2 2020 | 5 | $127m | n.a. | n.a. |
| Q3 2020 | 9 | $726m | n.a. | n.a. |
| Q4 2020 | 10 | $1.9bn | n.a. | n.a. |
| Q1 2021 | 10 | $1.7bn | n.a. | n.a. |
| Q2 2021 | 9 | $1.8bn | n.a. | n.a. |
| Q3 2021 | 7 | $1.1bn | n.a. | n.a. |
| Q4 2021 | 3 | $739m | n.a. | n.a. |
| Q1 2022 | 5 | $601m | n.a. | n.a. |
| Q2 2022 | 4 | $324m | n.a. | n.a. |
| Q3 2022 | 5 | $343m | n.a. | n.a. |
| Q4 2022 | 6 | $247m | n.a. | n.a. |
| Q1 2023 | 5 | $142m | n.a. | n.a. |
| Q2 2023 | 5 | $220m | n.a. | n.a. |
| Q3 2023 | 6 | $294m | n.a. | n.a. |
| Q4 2023 | 5 | $476m | 3 | 1 |
| Q1 2024 | 5 | $468m | 2 | 3 |
| Q2 2024 | 9 | $758m | 6 | 4 |
| Q3 2024 | 6 | $594m | 1 | 5 |
| Q4 2024 | 6 | $620m | 2 | 4 |
| Q1 2025 | 7 | $579m | 4 | 2 |
| Q2 2025 | 6 | $547m | 4 | 1 |
| Q3 2025 | 4 | $405m | 3 | 0 |
| Q4 2025 | 4 | $465m | 11 | 16 |
| Q1 2026 | 8 | $794m | 19 | 8 |
| Q2 2026 | 10 | $1.8bn | 17 | 15 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
TWST and GILD →TWST and AMGN →TWST and ARGX →Choose a stock to compare with TWST →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own TWST, latest filings →Back to the 13F Explorer →