Iron Triangle Partners’s Twist Bioscience TWST Stock Holding History

Iron Triangle Partners’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
2025 Q3	–	Sell	-424,355	Closed	-$15.6M	–	36
2025 Q2	$15.6M	Buy	424,355 +442	+0.1%	+$15.3K	2.4%	19
2025 Q1	$16.6M	Sell	423,913 -68,558	-14%	-$3.09M	2.62%	18
2024 Q4	$22.9M	Sell	492,471 -17,529	-3%	-$792K	2.52%	17
2024 Q3	$23M	Sell	510,000 -16,455	-3%	-$783K	3.19%	15
2024 Q2	$25.9M	Buy	+526,455	New	+$21.5M	2.64%	20
2020 Q4	–	Sell	-100,000	Closed	-$7.6M	–	33
2020 Q3	$7.6M	Sell	100,000 -320,510	-76%	-$20M	1.7%	21
2020 Q2	$19M	Buy	420,510 +43,470	+12%	+$1.56M	4.8%	9
2020 Q1	$11.5M	Sell	377,040 -106,104	-22%	-$2.85M	4.46%	10
2019 Q4	$10.1M	Buy	+483,144	New	+$11.3M	2.69%	20

Other funds holding TWST

AIM

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

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

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

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

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

EIG

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Iron Triangle Partners's TWST Position: Q3 2025 in Review

Iron Triangle Partners sold out of Twist Bioscience (TWST) in Q3 2025, closing a stake of 424,355 shares — an estimated $15.6M sold.

Iron Triangle Partners first reported a position in TWST in Q4 2019 and held it in 9 quarters. The position peaked at $25.9M in Q2 2024. 238 funds tracked by Wall St. Rank hold TWST as of Q3 2025.

Iron Triangle Partners reported no remaining Twist Bioscience position as of Q3 2025 after selling out during the quarter.
Iron Triangle Partners sold 424,355 Twist Bioscience shares in Q3 2025, an estimated $15.6M.
Iron Triangle Partners first reported a position in Twist Bioscience in Q4 2019 and held it in 9 quarters.
Iron Triangle Partners's Twist Bioscience position peaked at $25.9M in Q2 2024.
238 funds tracked by Wall St. Rank held Twist Bioscience as of Q3 2025.

Based on Iron Triangle Partners's 13F filing for Q3 2025, filed 14 Nov 2025.