Tybourne Capital Management’s Taysha Gene Therapies TSHA Stock Holding History

Tybourne Capital Management’s Portfolio TSHA Stock Details TSHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.1M	Sell	3,700,000 -395,000	-10%	-$1.12M	39.11%	1
2025 Q2	$9.46M	Buy	4,095,000 +395,000	+11%	+$858K	27.39%	2
2025 Q1	$5.14M	Hold	3,700,000	–	–	21.83%	2
2024 Q4	$6.4M	Hold	3,700,000	–	–	1.61%	16
2024 Q3	$7.44M	Hold	3,700,000	–	–	2.08%	11
2024 Q2	$8.29M	Hold	3,700,000	–	–	1.69%	14
2024 Q1	$10.6M	Hold	3,700,000	–	–	1.82%	16
2023 Q4	$6.55M	Buy	3,700,000 +2,200,000	+147%	+$4.39M	0.98%	19
2023 Q3	$4.74M	Hold	1,500,000	–	–	0.66%	18
2023 Q2	$992K	Hold	1,500,000	–	–	0.11%	32
2023 Q1	$1.2M	Hold	1,500,000	–	–	0.12%	25
2022 Q4	$3.39M	Buy	1,500,000 +1,000,000	+200%	+$2.02M	0.34%	26
2022 Q3	$965K	Hold	500,000	–	–	0.09%	26
2022 Q2	$1.86M	Hold	500,000	–	–	0.13%	27
2022 Q1	$3.26M	Hold	500,000	–	–	0.19%	28
2021 Q4	$5.83M	Hold	500,000	–	–	0.17%	25
2021 Q3	$9.31M	Hold	500,000	–	–	0.23%	20
2021 Q2	$10.6M	Hold	500,000	–	–	0.22%	24
2021 Q1	$10.2M	Hold	500,000	–	–	0.22%	30
2020 Q4	$13.3M	Hold	500,000	–	–	0.28%	28
2020 Q3	$11.2M	Buy	+500,000	New	+$11.8M	0.28%	29

Other funds holding TSHA

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Tybourne Capital Management's TSHA Position: Q3 2025 in Review

Tybourne Capital Management reduced its Taysha Gene Therapies (TSHA) stake by 9.6% in Q3 2025, selling an estimated $1.12M and leaving 3,700,000 shares worth $12.1M. The position accounts for 39.11% of the portfolio, ranked #1.

Tybourne Capital Management first reported a position in TSHA in Q3 2020 and has held it in 21 quarters since. The position peaked at $13.3M in Q4 2020. 155 funds tracked by Wall St. Rank hold TSHA as of Q3 2025.

Tybourne Capital Management held 3,700,000 shares of Taysha Gene Therapies worth $12.1M as of Q3 2025.
Tybourne Capital Management sold 395,000 Taysha Gene Therapies shares in Q3 2025, an estimated $1.12M.
Taysha Gene Therapies made up 39.11% of Tybourne Capital Management's portfolio in Q3 2025, its #1 holding.
Tybourne Capital Management first reported a position in Taysha Gene Therapies in Q3 2020 and has held it in 21 quarters since.
Tybourne Capital Management's Taysha Gene Therapies position peaked at $13.3M in Q4 2020.
155 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q3 2025.

Based on Tybourne Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.