Artisan Mid Cap Fund on Twist Bioscience Corporation
Thesis
Twist Bioscience operates a proprietary silicon-based DNA writing platform serving synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Revenue grew 23% year over year and exceeded expectations. Growth was driven by DNA synthesis and protein solutions, where AI-related demand continues to accelerate. The fund trimmed the position after strong share-price appreciation but remained invested.
“AI-related demand continues to accelerate.”