This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TSHA/capital-change-brief"
Use Arkolith's capital_change_brief for TSHA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | $105.3M | 23.6M | —Held | Q1 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $100.0M | 22.4M | ▲+63% Added · +8.7M sh | Q1 2026 | |
| 3 | Avoro Capital Advisors LLC | $97.0M | 21.7M | —Held | Q1 2026 | |
| 4 | BlackRock, Inc. | $82.1M | 18.4M | ▼−1.5% Reduced · −278K sh | Q1 2026 | |
| 5 | Vestal Point Capital, LP | $80.5M | 18.0M | ▲+31% Added · +4.3M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $80.3M | 18.0M | ▼−0.6% Reduced · −113K sh | Q1 2026 | |
| 7 | FMR LLC | $64.0M | 14.3M | ▲+5.9% Added · +793K sh | Q1 2026 | |
| 8 | RTW INVESTMENTS, LP | $61.2M | 13.7M | ▼−17% Reduced · −2.7M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $50.1M | 11.2M | ▲+3.9% Added · +419K sh | Q1 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $45.7M | 10.2M | ▲New +10.2M sh | Q1 2026 | |
| 11 | Octagon Capital Advisors LP | $39.6M | 8.9M | —Held | Q1 2026 | |
| 12 | Siren, L.L.C. | $39.5M | 8.8M | ▼−13% Reduced · −1.3M sh | Q1 2026 | |
| 13 | Polar Capital Holdings Plc | $25.3M | 5.7M | ▼−29% Reduced · −2.3M sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $24.7M | 5.5M | ▲+2.7% Added · +145K sh | Q1 2026 | |
| 15 | D. E. Shaw & Co., Inc. | $19.8M | 4.4M | ▲+10% Added · +414K sh | Q1 2026 | |
| 16 | BAKER BROS. ADVISORS LP | $17.9M | 4.0M | —Held | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $14.7M | 3.3M | ▲+3.2% Added · +103K sh | Q1 2026 | |
| 18 | Casdin Capital, LLC | $14.5M | 3.3M | ▲+117% Added · +1.8M sh | Q1 2026 | |
| 19 | ADAR1 Capital Management, LLC | $13.3M | 3.0M | ▲+19% Added · +484K sh | Q1 2026 | |
| 20 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $12.9M | 2.9M | ▼−23% Reduced · −839K sh | Q1 2026 | |
| 21 | BARCLAYS PLC | $11.4M | 2.8M | ▼−49% Reduced · −2.7M sh | Q1 2026 | |
| 22 | DEERFIELD MANAGEMENT COMPANY, L.P. | $12.2M | 2.7M | —Held | Q1 2026 | |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | $9.0M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 24 | RICE HALL JAMES & ASSOCIATES, LLC | $8.7M | 1.9M | ▲+53% Added · +674K sh | Q1 2026 | |
| 25 | NORGES BANK | $10.1M | 1.8M | ▲New +1.8M sh | Q4 2025 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 10, 2026 | Nagendran Sukumar | President and Head of R&D, Director | Sell (S) | 200K | $1.2M |
| Jun 1, 2026 | Donenberg Phillip B. | Director | Grant (A) | 21K | $0 |
| Jun 1, 2026 | Donenberg Phillip B. | Director | Grant (A) | 43K | $0 |
| Jun 1, 2026 | Long Alison S | Director | Grant (A) | 21K | $0 |
| Jun 1, 2026 | Long Alison S | Director | Grant (A) | 43K | $0 |
| Jun 1, 2026 | Stalfort John A III | Director | Grant (A) | 21K | $0 |
| Jun 1, 2026 | Stalfort John A III | Director | Grant (A) | 43K | $0 |
| Jun 1, 2026 | Sepp-Lorenzino Laura | Director | Grant (A) | 21K | $0 |
| Jun 1, 2026 | Sepp-Lorenzino Laura | Director | Grant (A) | 43K | $0 |
| Apr 10, 2026 | Nagendran Sukumar | President and Head of R&D, Director | Option exercise (M) | 19K | $33K |
| Apr 10, 2026 | Nagendran Sukumar | President and Head of R&D, Director | Sell (S) | 200K | $892K |
| Apr 10, 2026 | Nagendran Sukumar | President and Head of R&D, Director | Option exercise (M) | 19K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 62 funds | $27.5B |
| AMAZON.COM INCAMZN | 61 funds | $20.5B |
| BROADCOM INCAVGO | 61 funds | $17.7B |
| ELI LILLY & COLLY | 61 funds | $7.6B |
| BOSTON SCIENTIFIC CORPBSX | 60 funds | $2.0B |
| ABBOTT LABORATORIESABT | 60 funds | $1.6B |
| NVIDIA CORPNVDA | 59 funds | $41.5B |
| ALPHABET INC-CL AGOOGL | 59 funds | $16.9B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $12.6B |
| TESLA INCTSLA | 59 funds | $9.1B |
| MICRON TECHNOLOGY INCMU | 59 funds | $7.0B |
| MASTERCARD INC - AMA | 59 funds | $5.3B |
Ranked by how many of TSHA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TSHA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.