TWST
Twist Bioscience Corporation · Healthcare · Medical - Diagnostics & Research
动量输入(同类管理人):
持有人广度 -15.8% ·
股份流向 +2.3% ·
净新建仓位 -18.8%
· 公式
集中增持:持股数量上升,持有人数量减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.77K | $725,583 | n/a | n/a |
| Q2 2026 | 113 | +8 | 54.74M | $5.63B | +14 | −6 |
| Q1 2026 | 108 | +15 | 51.20M | $2.43B | +20 | −5 |
| Q4 2025 | 92 | -2 | 51.46M | $1.63B | +1 | −3 |
| Q3 2025 | 18 | 0 | 32.97M | $927.70M | +1 | −2 |
| Q2 2025 | 16 | -3 | 28.73M | $1.06B | n/a | −3 |
| Q1 2025 | 16 | +1 | 15.75M | $618.44M | +2 | −1 |
| Q4 2024 | 15 | 0 | 15.20M | $706.21M | n/a | n/a |
| Q3 2024 | 14 | +1 | 11.38M | $514.14M | +2 | −1 |
| Q2 2024 | 13 | n/a | 12.61M | $621.59M | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | ARK Investment Management ✦ | 6.40M | +2.5% | $235.47M | 1.7% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 6.28M | n/a | $230.91M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 3 | The Vanguard Group ✦ (被动) | 5.83M | n/a | $214.53M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (被动) | 2.50M | -7.2% | $92.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Point72 Asset Management ✦ | 2.16M | +50.6% | $79.41M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 1.50M | +40.4% | $55.32M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (被动) | 1.42M | +0.3% | $52.41M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Baillie Gifford ✦ | 775.69K | +6.0% | $28.54M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 9 | Millennium Management ✦ | 713.13K | +131.4% | $26.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Wellington Management ✦ | 577.06K | -24.2% | $21.23M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 11 | Fidelity (FMR) ✦ | 217.11K | n/a | $7.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 148.51K | -44.1% | $5.46M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 13 | Two Sigma Investments ✦ | 115.95K | -17.6% | $4.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 49.28K | +7.7% | $1.81M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Norges Bank ✦ (被动) | 20.04K | -75.7% | $737,382 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 13.80K | -92.9% | $507,702 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Marshall Wace | $12.49M | 曾为 0.0% |
| Fisher Asset Management | $1.55M | 曾为 0.0% |
| D. E. Shaw & Co. | $223,350 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 279 持有人, 76.80M 股份, $3.56B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer · 2.46K 股 · $384,823
Officer, Director · 45 股 · $9,336
Officer, Director · 146 股 · $30,199
Officer, Director · 297 股 · $61,116
Officer, Director · 290 股 · $59,392
Officer, Director · 432 股 · $87,958
Officer, Director · 1.02K 股 · $205,763
Officer, Director · 1.84K 股 · $368,806
Officer, Director · 481 股 · $96,804
Officer · 25.71K 股 · $4.86M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论