Farallon Capital Management’s Twist Bioscience TWST Stock Holding History

Farallon Capital Management’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
2026 Q1	$67.8M	Buy	1,427,650 +1,420,000	+18,562%	+$63.7M	0.39%	40
2025 Q4	$243K	Hold	7,650	–	–	﹤0.01%	123
2025 Q3	$215K	Hold	7,650	–	–	﹤0.01%	121
2025 Q2	$281K	Hold	7,650	–	–	﹤0.01%	104
2025 Q1	$300K	Hold	7,650	–	–	﹤0.01%	107
2024 Q4	$355K	Sell	7,650 -333,000	-98%	-$15M	﹤0.01%	105
2024 Q3	$15.4M	Buy	340,650 +148,650	+77%	+$7.07M	0.07%	82
2024 Q2	$9.46M	Buy	+192,000	New	+$7.83M	0.04%	84
2019 Q3	–	Sell	-307,055	Closed	-$8.91M	–	114
2019 Q2	$8.91M	Buy	+307,055	New	+$8.12M	0.06%	88

Other funds holding TWST

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Farallon Capital Management's TWST Position: Q1 2026 in Review

Farallon Capital Management increased its Twist Bioscience (TWST) stake by 18,562% in Q1 2026, buying an estimated $63.7M and bringing the position to 1,427,650 shares worth $67.8M. The position accounts for 0.39% of the portfolio, ranked #40.

Farallon Capital Management first reported a position in TWST in Q2 2019 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold TWST as of Q1 2026.

Farallon Capital Management held 1,427,650 shares of Twist Bioscience worth $67.8M as of Q1 2026.
Farallon Capital Management bought 1,420,000 Twist Bioscience shares in Q1 2026, an estimated $63.7M.
Twist Bioscience made up 0.39% of Farallon Capital Management's portfolio in Q1 2026, its #40 holding.
Farallon Capital Management first reported a position in Twist Bioscience in Q2 2019 and has held it in 9 quarters since.
279 funds tracked by Wall St. Rank held Twist Bioscience as of Q1 2026.

Based on Farallon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.