Casdin Capital’s Twist Bioscience TWST Stock Holding History

Casdin Capital’s Portfolio TWST Stock Details TWST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-450,000	Closed	-$9.21M	–	44
2023 Q2	$9.21M	Sell	450,000 -250,000	-36%	-$3.75M	0.8%	27
2023 Q1	$10.6M	Sell	700,000 -245,000	-26%	-$5.41M	0.87%	28
2022 Q4	$22.5M	Buy	945,000 +580,000	+159%	+$16.8M	1.74%	16
2022 Q3	$12.9M	Sell	365,000 -135,000	-27%	-$5.73M	0.85%	23
2022 Q2	$17.5M	Sell	500,000 -380,000	-43%	-$13.5M	1.48%	19
2022 Q1	$43.5M	Buy	880,000 +210,000	+31%	+$11.6M	1.95%	20
2021 Q4	$51.9M	Sell	670,000 -330,000	-33%	-$33.9M	1.46%	24
2021 Q3	$107M	Hold	1,000,000	–	–	2.66%	12
2021 Q2	$133M	Hold	1,000,000	–	–	3.38%	9
2021 Q1	$124M	Hold	1,000,000	–	–	3.69%	8
2020 Q4	$141M	Hold	1,000,000	–	–	4.19%	7
2020 Q3	$76M	Hold	1,000,000	–	–	3.4%	8
2020 Q2	$45.3M	Hold	1,000,000	–	–	2.68%	12
2020 Q1	$30.6M	Buy	1,000,000 +700,000	+233%	+$18.8M	3.25%	11
2019 Q4	$6.3M	Hold	300,000	–	–	0.58%	29
2019 Q3	$7.16M	Hold	300,000	–	–	0.74%	28
2019 Q2	$8.7M	Buy	+300,000	New	+$7.94M	0.81%	26

Other funds holding TWST

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Casdin Capital's TWST Position: Q3 2023 in Review

Casdin Capital sold out of Twist Bioscience (TWST) in Q3 2023, closing a stake of 450,000 shares — an estimated $9.21M sold.

Casdin Capital first reported a position in TWST in Q2 2019 and held it in 17 quarters. The position peaked at $141M in Q4 2020. 194 funds tracked by Wall St. Rank hold TWST as of Q3 2023.

Casdin Capital reported no remaining Twist Bioscience position as of Q3 2023 after selling out during the quarter.
Casdin Capital sold 450,000 Twist Bioscience shares in Q3 2023, an estimated $9.21M.
Casdin Capital first reported a position in Twist Bioscience in Q2 2019 and held it in 17 quarters.
Casdin Capital's Twist Bioscience position peaked at $141M in Q4 2020.
194 funds tracked by Wall St. Rank held Twist Bioscience as of Q3 2023.

Based on Casdin Capital's 13F filing for Q3 2023, filed 14 Nov 2023.