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Twist Bioscience Corporation

TWST Healthcare
$53.43 $-0.23 (-0.43%)
Market Cap: $3.33 B
Gurus Holding
4
Popularity Rank
#2398
% of Shares Held
11.79%
Net Activity (Q1 2026)
-$16.43 M

Guru Ownership Trend

Guru Analysis for Twist Bioscience Corporation (TWST)

Twist Bioscience Corporation (TWST), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $392.35 M.

Top institutional holders include Catherine Wood and Steven Cohen.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $16.43 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Catherine Wood reduced exposure by 16.1%.

Key Holders

Top 5 by Value

$301.41 M
$31.83 M
$5.93 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$41.61 M
Total Buy Value
New Buys 2
Additions 0
-$58.05 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for Twist Bioscience Corporation (TWST)

Major holders include Catherine Wood ($301.41 M), Steven Cohen ($31.83 M), Stanley Druckenmiller ($9.79 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 7.34 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $16.43 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited TWST. The total reported sell value was $58.05 M.

Yes, 2 managers opened new positions in TWST, and 0 increased their existing holdings. The total reported buy value was $41.61 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.34% Reduce -16.1% 6,342,733 $301.41 M Q1 2026
0.04% New Buy 669,732 $31.83 M Q1 2026
0.29% New Buy 206,000 $9.79 M Q1 2026
0.00% Reduce -3.7% 124,753 $5.93 M Q1 2026
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