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Artisan Partners Small Cap Fund's investment thesis on Twist Bioscience Corp. ($TWST) — Q2 2026 | Buyside Digest

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$TWSTNASDAQTwist Bioscience Corp.

NEUTRAL

Artisan Partners Small Cap Fund—TWST

Fund Letter

Q2 2026

Published July 21, 2026

View Fund Profile

$193.24USD

+54.9% vs last month

$90.27Pitched

+114.1% since pitch

Market Cap$7.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Artisan Small Cap Fund delivered strong absolute returns of 26.11% in Q2 2026, modestly outpacing the Russell 2000 Growth Index's 25.71% return despite challenging market conditions that favored lower-quality, unprofitable companies. The portfolio benefited...

— Jay Warner

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What other investors think about $TWST, and what else Artisan Partners Small Cap Fund is buying.

Other pitches on $TWST

Other investors who've written on Twist Bioscience Corp.

Artisan International FundBULL

Pitched Apr 18, 2026

Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and ind

View all $TWST pitches →