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 Q2	$74.9M	Sell	727,933 -150,915	-17%	-$9.82M	4.55%	6
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

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

First Light Asset Management's TWST Position: Q2 2026 in Review

First Light Asset Management reduced its Twist Bioscience (TWST) stake by 17% in Q2 2026, selling an estimated $9.82M and leaving 727,933 shares worth $74.9M. The position accounts for 4.55% of the portfolio, ranked #6.

First Light Asset Management first reported a position in TWST in Q4 2024 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold TWST as of Q2 2026.

First Light Asset Management held 727,933 shares of Twist Bioscience worth $74.9M as of Q2 2026.
First Light Asset Management sold 150,915 Twist Bioscience shares in Q2 2026, an estimated $9.82M.
Twist Bioscience made up 4.55% of First Light Asset Management's portfolio in Q2 2026, its #6 holding.
First Light Asset Management first reported a position in Twist Bioscience in Q4 2024 and has held it in 7 quarters since.
337 funds tracked by Wall St. Rank held Twist Bioscience as of Q2 2026.

Based on First Light Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.