LongTWSTSep 2026
Twist Bioscience Corporation
Twist manufactures synthetic DNA and sequencing-related products for life-science research. Improving demand across several end markets and better gross margins drove strong…
TWST
Which hedge funds are long TWST?
9 published ideas on Twist Bioscience Corporation across 7 funds — 9 long and 0 short.
Twist Bioscience hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Twist Bioscience: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongTWSTSep 2026
Twist Bioscience Corporation
Twist has a proprietary silicon-based DNA writing platform serving drug discovery, diagnostics and related markets. Revenue grew 23% year over year, exceeding expectations as DNA…
LongTWSTSep 2026
Twist Bioscience Corporation
Twist Bioscience uses proprietary silicon-based DNA writing technology in drug discovery, diagnostics and other life sciences applications. Revenue grew 23% year over year…
LongTWSTAug 2026
Twist Bioscience Corporation
Twist Bioscience operates a proprietary silicon-based DNA writing platform serving synthetic biology applications across drug discovery, diagnostics, agriculture and industrial…
LongTWSTAug 2026
Twist Bioscience Corporation
Twist Bioscience uses a proprietary silicon-based DNA writing platform across drug discovery, diagnostics, agriculture and industrial materials. Revenue increased 23% year over…
LongTWSTJun 2026
Twist Bioscience Corp.
Twist Bioscience's moat is based on miniaturized DNA manufacturing on silicon, allowing chemical reactions to occur at a scale beyond legacy technologies. The company is seeing…
LongTWSTJun 2026
Twist Bioscience Corp.
Twist Bioscience's competitive moat comes from miniaturizing DNA manufacturing on silicon, enabling far greater scale than legacy methods. The company is delivering broad…
LongTWSTJun 2026
Twist Bioscience Corp.
Twist Bioscience uses silicon-based miniaturized DNA manufacturing to achieve scale beyond legacy production technologies. The business continues to show broad momentum in DNA…
LongTWSTJun 2026
Twist Bioscience Corp.
Twist Bioscience's moat is its silicon-based miniaturized DNA manufacturing technology, which enables much greater scale than legacy methods. The company continues to show broad…