13F Portfolios

Vestal Point Capital, LP: TAYSHA GENE THERAPIES INC (TSHA): Quarterly 13F Position History

As of Q2 2026, Vestal Point Capital, LP reported 19,415,000 shares of TAYSHA GENE THERAPIES INC (TSHA), worth $132.2M and representing 3.1% of its 13F equity book. Quarter-over-quarter share count change: + 1,415,000 (+7.9%) . The position first appeared in Q2 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 19,415,000 +1,415,000 +7.9% $132.2M 3.1% $6.8
Q1 2026 18,000,000 +4,250,000 +30.9% $80.5M 2.2% $4.5
Q4 2025 13,750,000 +8,250,000 +150.0% $75.6M 2.8% $5.5
Q3 2025 5,500,000 +2,500,000 +83.3% $18.0M 0.8% $3.3
Q2 2025 3,000,000 $6.9M 0.4% $2.3

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Vestal Point Capital, LP first disclose a TSHA position in 13F-HR filings?

Vestal Point Capital, LP first reported TAYSHA GENE THERAPIES INC (TSHA) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.

What was Vestal Point Capital, LP's most recent quarter-over-quarter share-count change in TSHA?

Between Q1 2026 and Q2 2026, Vestal Point Capital, LP added 1,415,000 shares of TSHA (+7.9%), bringing the total reported position to 19,415,000 shares at a market value of $132.2M.

Does the implied price-per-share represent Vestal Point Capital, LP's cost basis in TSHA?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.