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Tao Capital Management’s Twist Bioscience TWST Stock Holding History

Tao 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 		$49.3M Sell
478,815
-350,000
-42% -$22.8M 2.54% 2
2026
Q1 		$39.4M Hold
828,815
– – 33.14% 1
2025
Q4 		$26.3M Hold
828,815
– – 22.63% 2
2025
Q3 		$23.3M Hold
828,815
– – 17.64% 3
2025
Q2 		$30.5M Hold
828,815
– – 22.36% 2
2025
Q1 		$32.5M Hold
828,815
– – 28.02% 2
2024
Q4 		$38.5M Hold
828,815
– – 26.88% 2
2024
Q3 		$37.4M Hold
828,815
– – 33.91% 1
2024
Q2 		$40.8M Hold
828,815
– – 33.48% 1
2024
Q1 		$28.4M Hold
828,815
– – 26.94% 2
2023
Q4 		$30.6M Hold
828,815
– – 27.95% 1
2023
Q3 		$16.8M Hold
828,815
– – 13% 3
2023
Q2 		$17M Hold
828,815
– – 12.42% 4
2023
Q1 		$12.5M Hold
828,815
– – 9.94% 4
2022
Q4 		$19.7M Hold
828,815
– – 14.84% 3
2022
Q3 		$29.2M Hold
828,815
– – 19.15% 2
2022
Q2 		$29M Hold
828,815
– – 20.06% 1
2022
Q1 		$40.9M Hold
828,815
– – 14.93% 3
2021
Q4 		$64.1M Hold
828,815
– – 19.6% 1
2021
Q3 		$88.7M Hold
828,815
– – 23.62% 1
2021
Q2 		$110M Hold
828,815
– – 25.34% 2
2021
Q1 		$103M Sell
828,815
-275,399
-25% -$41.8M 29.65% 1
2020
Q4 		$156M Sell
1,104,214
-127,744
-10% -$14.2M 38.37% 1
2020
Q3 		$93.6M Sell
1,231,958
-88,000
-7% -$5.48M 30.17% 2
2020
Q2 		$59.8M Sell
1,319,958
-135,122
-9% -$4.85M 23.63% 3
2020
Q1 		$44.5M Sell
1,455,080
-210,758
-13% -$5.67M 20.89% 3
2019
Q4 		$35M Buy
+1,665,838
New +$39M 17.24% 3

Other funds holding TWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
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

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

Tao Capital Management reduced its Twist Bioscience (TWST) stake by 42% in Q2 2026, selling an estimated $22.8M and leaving 478,815 shares worth $49.3M. The position accounts for 2.54% of the portfolio, ranked #2.

Tao Capital Management first reported a position in TWST in Q4 2019 and has held it in 27 quarters since. The position peaked at $156M in Q4 2020. 338 funds tracked by Wall St. Rank hold TWST as of Q2 2026.

  • Tao Capital Management held 478,815 shares of Twist Bioscience worth $49.3M as of Q2 2026.
  • Tao Capital Management sold 350,000 Twist Bioscience shares in Q2 2026, an estimated $22.8M.
  • Twist Bioscience made up 2.54% of Tao Capital Management's portfolio in Q2 2026, its #2 holding.
  • Tao Capital Management first reported a position in Twist Bioscience in Q4 2019 and has held it in 27 quarters since.
  • Tao Capital Management's Twist Bioscience position peaked at $156M in Q4 2020.
  • 338 funds tracked by Wall St. Rank held Twist Bioscience as of Q2 2026.

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