Soleus Capital Management’s Twist Bioscience TWST Stock Holding History

Soleus 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	$10.8M	Sell	104,629 -1,122,000	-91%	-$73M	0.37%	53
2026 Q1	$58.3M	Sell	1,226,629 -635,173	-34%	-$28.5M	2.36%	13
2025 Q4	$59.1M	Sell	1,861,802 -4,432	-0.2%	-$138K	2.18%	12
2025 Q3	$52.5M	Buy	1,866,234 +1,511,833	+427%	+$45.8M	2.64%	11
2025 Q2	$13M	Buy	+354,401	New	+$12.2M	0.86%	32
2023 Q3	–	Sell	-160,000	Closed	-$3.27M	–	114
2023 Q2	$3.27M	Buy	+160,000	New	+$2.4M	0.36%	61

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

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

Soleus Capital Management reduced its Twist Bioscience (TWST) stake by 91% in Q2 2026, selling an estimated $73M and leaving 104,629 shares worth $10.8M. The position accounts for 0.37% of the portfolio, ranked #53.

Soleus Capital Management first reported a position in TWST in Q2 2023 and has held it in 6 quarters since. The position peaked at $59.1M in Q4 2025. 336 funds tracked by Wall St. Rank hold TWST as of Q2 2026.

Soleus Capital Management held 104,629 shares of Twist Bioscience worth $10.8M as of Q2 2026.
Soleus Capital Management sold 1,122,000 Twist Bioscience shares in Q2 2026, an estimated $73M.
Twist Bioscience made up 0.37% of Soleus Capital Management's portfolio in Q2 2026, its #53 holding.
Soleus Capital Management first reported a position in Twist Bioscience in Q2 2023 and has held it in 6 quarters since.
Soleus Capital Management's Twist Bioscience position peaked at $59.1M in Q4 2025.
336 funds tracked by Wall St. Rank held Twist Bioscience as of Q2 2026.

Based on Soleus Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.