Night Owl Capital Management’s Twist Bioscience TWST Stock Holding History

Night Owl 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	$4.72M	Buy	+45,837	New	+$2.98M	0.49%	27

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

Night Owl Capital Management's TWST Position: Q2 2026 in Review

Night Owl Capital Management opened a new position in Twist Bioscience (TWST) in Q2 2026: 45,837 shares worth $4.72M. The stake represents 0.49% of the portfolio and ranks #27 among its holdings.

336 funds tracked by Wall St. Rank hold TWST as of Q2 2026.

Night Owl Capital Management held 45,837 shares of Twist Bioscience worth $4.72M as of Q2 2026.
Twist Bioscience was a new Night Owl Capital Management position in Q2 2026.
Twist Bioscience made up 0.49% of Night Owl Capital Management's portfolio in Q2 2026, its #27 holding.
336 funds tracked by Wall St. Rank held Twist Bioscience as of Q2 2026.

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