David M. Polen
Polen Capital Management
Polen Capital Management Twist Bioscience Corp stake
total: 588
Polen Capital Management TWST trades
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 55,310 Twist Bioscience Corp (TWST) shares with a market value of roughly $5.69M accounting for 0.05% of the overall portfolio. To date, the estimated cost basis is nearly $78.82 for "buy" trades. Polen Capital Management first purchased TWST in 2026 Q1, initially acquiring 24,037 shares. Since the initial investment in Twist Bioscience Corp (TWST), Polen Capital Management has made 1 more transaction.
When did Polen Capital Management buy Twist Bioscience Corp (TWST)?
Polen Capital Management first invested in Twist Bioscience Corp (TWST) in 2026 Q1 at the reported quarter-end price of $47.52 per share.
What's the cost basis of Polen Capital Management's TWST stake?
The estimated cost basis for Twist Bioscience Corp (TWST) stake is around $78.82 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $78.82
Polen Capital Management's historical trades in Twist Bioscience Corp
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.05%
|
55,310
|
$102.88
|
$5,690,293
|
+130.10% (+31,273)
|
+0.03%
|
|
2026 Q1
|
0.01%
|
24,037
|
$47.52
|
$1,142,238
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.