TWST
Twist Bioscience Corp
3 super-investors hold TWST worth a combined $69M. The largest position: Stanley Druckenmiller at 0.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 44 — ranked #86 of 724 scored stocks.
Why super-investors own TWST
Stanley Druckenmiller's new position in TWST this quarter is the defining event: he initiated at roughly $10M, representing 0.3% of his portfolio — his highest conviction among the three cohort holders and the only meaningful active signal this quarter. Joel Greenblatt holds the largest dollar stake at $58M but at a negligible portfolio weight, suggesting a quantitative or basket-driven allocation rather than a high-conviction thematic bet. Cohort ownership has held at a thin one-to-three holder range across the past eight quarters, indicating TWST remains a niche position rather than a consensus idea. Druckenmiller's entry is the clearest sign of rising interest, though overall cohort depth remains limited.
AI-synthesized from 13F filings. Not investment advice.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 26q | $58M | 1,220,400 |
| 2 | Stanley Druckenmiller | 0.3% | — 1q | $10M | 206,000 |
| 3 | Polen Capital Management | <0.1% | — 1q | $1M | 24,037 |
Owners of TWST also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.3% | +100% | $10M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 90184D100. Not investment advice.