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 Q2	$220M	Buy	2,136,400 +708,750	+50%	+$46.1M	1.01%	26
2026 Q1	$67.8M	Buy	1,427,650 +1,420,000	+18,562%	+$63.7M	0.36%	41
2025 Q4	$243K	Hold	7,650	–	–	﹤0.01%	124
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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

Farallon Capital Management's TWST Position: Q2 2026 in Review

Farallon Capital Management increased its Twist Bioscience (TWST) stake by 50% in Q2 2026, buying an estimated $46.1M and bringing the position to 2,136,400 shares worth $220M. The position accounts for 1.01% of the portfolio, ranked #26.

Farallon Capital Management first reported a position in TWST in Q2 2019 and has held it in 10 quarters since. 338 funds tracked by Wall St. Rank hold TWST as of Q2 2026.

Farallon Capital Management held 2,136,400 shares of Twist Bioscience worth $220M as of Q2 2026.
Farallon Capital Management bought 708,750 Twist Bioscience shares in Q2 2026, an estimated $46.1M.
Twist Bioscience made up 1.01% of Farallon Capital Management's portfolio in Q2 2026, its #26 holding.
Farallon Capital Management first reported a position in Twist Bioscience in Q2 2019 and has held it in 10 quarters since.
338 funds tracked by Wall St. Rank held Twist Bioscience as of Q2 2026.

Based on Farallon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.