Polen Capital Management
TWST icon

Polen Capital Management’s Twist Bioscience TWST Stock Holding History

Polen 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 		$5.69M Buy
55,310
+31,273
+130% +$2.03M 0.05% 61
2026
Q1 		$1.14M Buy
+24,037
New +$1.08M 0.01% 138

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Fidelity Investments
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Polen Capital Management increased its Twist Bioscience (TWST) stake by 130% in Q2 2026, buying an estimated $2.03M and bringing the position to 55,310 shares worth $5.69M. The position accounts for 0.05% of the portfolio, ranked #61.

Polen Capital Management first reported a position in TWST in Q1 2026 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold TWST as of Q2 2026.

  • Polen Capital Management held 55,310 shares of Twist Bioscience worth $5.69M as of Q2 2026.
  • Polen Capital Management bought 31,273 Twist Bioscience shares in Q2 2026, an estimated $2.03M.
  • Twist Bioscience made up 0.05% of Polen Capital Management's portfolio in Q2 2026, its #61 holding.
  • Polen Capital Management first reported a position in Twist Bioscience in Q1 2026 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held Twist Bioscience as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.