First Light Asset Management’s Twist Bioscience TWST Stock Holding History

First Light Asset 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	$41.8M	Sell	878,848 -261,923	-23%	-$11.7M	3.74%	8
2025 Q4	$36.2M	Sell	1,140,771 -54,112	-5%	-$1.69M	2.77%	13
2025 Q3	$33.6M	Buy	1,194,883 +249,850	+26%	+$7.57M	3.17%	9
2025 Q2	$34.8M	Sell	945,033 -273,666	-22%	-$9.46M	4.51%	7
2025 Q1	$47.8M	Sell	1,218,699 -7,556	-0.6%	-$340K	5.46%	5
2024 Q4	$57M	Buy	+1,226,255	New	+$55.4M	5.45%	5

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

First Light Asset Management's TWST Position: Q1 2026 in Review

First Light Asset Management reduced its Twist Bioscience (TWST) stake by 23% in Q1 2026, selling an estimated $11.7M and leaving 878,848 shares worth $41.8M. The position accounts for 3.74% of the portfolio, ranked #8.

First Light Asset Management first reported a position in TWST in Q4 2024 and has held it in 6 quarters since. The position peaked at $57M in Q4 2024. 279 funds tracked by Wall St. Rank hold TWST as of Q1 2026.

First Light Asset Management held 878,848 shares of Twist Bioscience worth $41.8M as of Q1 2026.
First Light Asset Management sold 261,923 Twist Bioscience shares in Q1 2026, an estimated $11.7M.
Twist Bioscience made up 3.74% of First Light Asset Management's portfolio in Q1 2026, its #8 holding.
First Light Asset Management first reported a position in Twist Bioscience in Q4 2024 and has held it in 6 quarters since.
First Light Asset Management's Twist Bioscience position peaked at $57M in Q4 2024.
279 funds tracked by Wall St. Rank held Twist Bioscience as of Q1 2026.

Based on First Light Asset Management's 13F filing for Q1 2026, filed 15 May 2026.