Free · no sign-up · Q2 2026

Which funds own TWST

Twist Bioscience Corp in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $1.3bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 6 managers trimmed or sold out against 2 buying.

Managers holding: 5; at least, of 91 current
Combined value: $1.3bn; as reported
Opened: 0; new this quarter
Added to: 2; already held
Trimmed or sold out: 6; 3 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Artisan Partners LP Long-only · $63.1bn book	$494m	0.8%	4,802,017	+$191m-1,565,760	Trimmed
ARK Investment Management LLC Long-only · $15.4bn book	$468m	3.0%	4,549,803	+$167m-1,792,930	Trimmed
Farallon Capital Management LLC Long/short equity · $21.7bn book	$220m	1.0%	2,136,400	+$152m+708,750	Added
Baillie Gifford & Co Long-only · $110bn book	$112m	0.1%	1,086,779	+$54m-128,372	Trimmed
Polen Capital Management LLC Long-only · $11.6bn book	$5.7m	0.0%	55,310	+$4.5m+31,273	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Point72 Asset Management LP · Multi-strategy$32m held before
Holocene Advisors LP · Long/short equity$16m held before
Schonfeld Strategic Advisors LLC · Multi-strategy$12m held before

Ownership through time

At least 10 of the 95 managers whose filings are on file listed TWST in Q2 2026, against 1 in Q4 2018. 2 managers more than in Q1 2026: 2 started positions; 3 listed it again; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Marshall Wace LLP$41m
ExodusPoint Capital Management LP$5.3m

Largest increases, by shares

Farallon Capital Management LLC1,427,650 to 2,136,400 shares+$73m
Marshall Wace LLPnew: 396,912 shares+$41m
ExodusPoint Capital Management LPnew: 51,999 shares+$5.3m
Polen Capital Management LLC24,037 to 55,310 shares+$3.2m

Largest decreases, by shares

ARK Investment Management LLC6,342,733 to 4,549,803 shares-$184m
Artisan Partners LP6,367,777 to 4,802,017 shares-$161m
Baillie Gifford & Co1,215,151 to 1,086,779 shares-$13m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Artisan Partners LP	Q2 2020	$494m	$494m
ARK Investment Management LLC	Q2 2019	$830m	$468m
T. Rowe Price Associates Inc	Q2 2026	$374m	$374m
Farallon Capital Management LLC	Q2 2019	$220m	$220m
D. E. Shaw & Co.	Q3 2020	$122m	$122m
Baillie Gifford & Co	Q3 2022	$112m	$112m
Marshall Wace LLP	Q3 2020	$135m	$41m
Polen Capital Management LLC	Q1 2026	$5.7m	$5.7m
ExodusPoint Capital Management LP	Q1 2025	$17m	$5.3m
Quantbot Technologies LP	Q2 2026	$1.9m	$1.9m
Capital World Investors	Q4 2019	$603m	last listed Q4 2022
Invesco Ltd	Q3 2020	$323m	last listed Q2 2021
AllianceBernstein LP	Q3 2020	$128m	last listed Q3 2021
Point72 Asset Management LP	Q4 2022	$79m	last listed Q2 2025
Millennium Management LLC	Q1 2020	$77m	last listed Q3 2023
Voloridge Investment Management LLC	Q3 2020	$39m	last listed Q3 2024
Balyasny Asset Management LLC	Q1 2026	$35m	last listed Q1 2026
Two Sigma Investments LP	Q1 2021	$34m	last listed Q2 2024
Two Sigma Advisers LP	Q2 2024	$17m	last listed Q4 2024
Holocene Advisors LP	Q1 2025	$16m	last listed Q1 2026

What TWST is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around TWST →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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