Twist Bioscience

Parnassus Growth Equity Fund added Twist Bioscience in Q2 2026, highlighting its proprietary silicon-based DNA synthesis platform and exposure to AI-supported drug discovery and next-generation sequencing. The fund said the platform offers higher throughput and lower costs, creating a durable competitive advantage as Twist pursues market share. Twist closed at $138.10 on Sept. 15, with a 52-week gain of 443.64% and a market capitalization of $9.09 billion. » Altro su finance.yahoo.com

ARK Invest sold 46,015 shares of Twist Bioscience via the ARKK ETF, worth around $5.84 million, and also reduced holdings in 10X Genomics, Bullish, Tempus AI, GeneDx and Alphabet. At the same time, ARK bought 114,989 shares of Intellia Therapeutics for about $1.37 million, continuing the recent build-up of its Intellia position. The trades point to a strategic portfolio reshuffle, reducing some biotech and technology names while increasing other positions. » Altro su de.investing.com

Artisan Mid Cap Fund highlighted Twist Bioscience after Q2 results beat expectations, driven by strength in DNA synthesis and protein solutions and improving next‑generation sequencing growth. The company is benefiting from rising demand from large pharmaceutical and AI customers for DNA synthesis and data generation, supporting potential incremental growth from computational drug discovery. Artisan trimmed its position following the stock's strong run; TWST has seen substantial year‑over‑year gains and a recent share-price rebound. » Altro su finance.yahoo.com