TYBOURNE CAPITAL MANAGEMENT (HK) LTD TSHA — TAYSHA GENE THERAPIES INC

Ownership history in TYBOURNE CAPITAL MANAGEMENT (HK) LTD  ·  21 quarters on record

AI Ownership Summary

TYBOURNE CAPITAL MANAGEMENT (HK) LTD reported TAYSHA GENE THERAPIES INC (TSHA) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 39.11% in 2025 Q3. The latest visible filing shows TSHA at 39.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSHA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TYBOURNE CAPITAL MANAGEMENT (HK) LTD's position in TAYSHA GENE THERAPIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TSHA was reported at 39.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
39.11% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSHA stock page TYBOURNE CAPITAL MANAGEMENT (HK) LTD fund profile TYBOURNE CAPITAL MANAGEMENT (HK) LTD full holdings
How TYBOURNE CAPITAL MANAGEMENT (HK) LTD held TSHA — position size vs. price
% of Fund (quarterly)    TSHA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9.6% +72.8% ❌ 3,700,000 -395,000 -9.6% 39.11% $12.10B 2025-11-14 (Est.) $4.13
2025 Q2 ADDED — — — 4,095,000 +395,000 +10.7% 27.39% $9.5M 2025-08-01 $2.63
2025 Q1 UNCHANGED — — — 3,700,000 — 0% 21.83% $5.14B 2025-05-15 $2.56
2024 Q4 UNCHANGED — — — 3,700,000 — 0% 1.61% $6.4M 2025-02-14 $1.63
2024 Q3 UNCHANGED — — — 3,700,000 — 0% 2.08% $7.4M 2024-11-14 $2.27
2024 Q2 UNCHANGED — — — 3,700,000 — 0% 1.69% $8.3M 2024-08-14 $2.31
2024 Q1 UNCHANGED — — — 3,700,000 — 0% 1.82% $10.6M 2024-05-15 $3.11
2023 Q4 ADDED — — — 3,700,000 +2,200,000 +146.7% 0.98% $6.5M 2024-02-14 $1.46
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSHA

As of 2026 Q1 — sorted by position size

Quantum Private Wealth, LLC 3Y 1.17% RED REEF ADVISORS LLC 0.37% Williams & Novak, LLC 0.15% R Squared Ltd 0.03% Abacus Wealth Partners, LLC 0.02% PROFUND ADVISORS LLC 3Y 7Y 0.02% NBC SECURITIES, INC. 0.02% China Universal Asset Management Co., Ltd. 3Y 0.02% Lee Financial Co 3Y 7Y 0.01% SG Americas Securities, LLC 3Y 7Y 0.01%

FAQ About TYBOURNE CAPITAL MANAGEMENT (HK) LTD and TSHA

These are the practical questions this page is built to answer before you even open the full history table.

How long has TYBOURNE CAPITAL MANAGEMENT (HK) LTD reported owning TSHA?

TYBOURNE CAPITAL MANAGEMENT (HK) LTD reported TSHA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TSHA position in TYBOURNE CAPITAL MANAGEMENT (HK) LTD's portfolio?

The largest reported portfolio weight for TSHA was 39.11% in 2025 Q3.

What is the latest reported TSHA position on this page?

The most recent filing on this page is 2025 Q3, when TYBOURNE CAPITAL MANAGEMENT (HK) LTD reported 3,700,000 shares, equal to 39.11% of portfolio, with an estimated market value of $12.10B.

What does the chart on this TSHA ownership page compare?

The chart compares TYBOURNE CAPITAL MANAGEMENT (HK) LTD's quarterly TSHA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TYBOURNE CAPITAL MANAGEMENT (HK) LTD time their TSHA position?

Based on 13F filing dates vs. subsequent TSHA price moves, TYBOURNE CAPITAL MANAGEMENT (HK) LTD correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on TSHA relative to SPY over the holding period was -37.0%.

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