Tao Capital Management LP

13F filer · CIK 0001802967

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$1.94BU.S. long equity reported on 13F

Positions61 new · 3 closed

Net flow last quarter+$1.72BBuys minus sells

Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 20266 positions
SPCXSpace Exploration Technologies Corp	$1.82B	93.75%	Not reported	New	Q2 2026
TWSTTwist Bioscience Corp	$49.3M	2.54%	0.76%	-42.2%	Q4 2019
TSLATesla, Inc.	$36.3M	1.87%	0.00%	Not reported	Q4 2019
HHyatt Hotels Corp	$13.6M	0.70%	Not reported	Not reported	Q4 2019
MDGLMadrigal Pharmaceuticals, Inc.	$11.3M	0.58%	0.09%	Not reported	Q3 2020
TXG10x Genomics, Inc.	$10.9M	0.56%	0.22%	+34.4%	Q3 2025
Q1 2026Reported May 14, 20268 positions
TWSTTwist Bioscience Corp	$39.4M	33.14%	1.33%	Not reported	Q4 2019
TSLATesla, Inc.	$32.1M	26.98%	0.00%	Not reported	Q4 2019
OUSTOuster, Inc.	$15.5M	13.07%	1.33%	Not reported	Q1 2021
MDGLMadrigal Pharmaceuticals, Inc.	$11M	9.25%	0.09%	Not reported	Q3 2020
HHyatt Hotels Corp	$10.1M	8.47%	Not reported	Not reported	Q4 2019
TXG10x Genomics, Inc.	$4.48M	3.77%	0.17%	Not reported	Q3 2025
MASS908 Devices Inc.	$3.48M	2.93%	1.52%	Not reported	Q4 2020
WRBYWarby Parker Inc.	$2.83M	2.38%	0.12%	Not reported	Q3 2021
Q4 2025Reported Feb 17, 20268 positions
TSLATesla, Inc.	$38.8M	33.39%	0.00%	Not reported	Q4 2019
TWSTTwist Bioscience Corp	$26.3M	22.63%	1.35%	Not reported	Q4 2019
OUSTOuster, Inc.	$18.3M	15.75%	1.39%	-24.9%	Q1 2021
MDGLMadrigal Pharmaceuticals, Inc.	$12.2M	10.53%	0.09%	-48.8%	Q3 2020
HHyatt Hotels Corp	$11.2M	9.66%	Not reported	Not reported	Q4 2019
TXG10x Genomics, Inc.	$3.44M	2.96%	0.17%	Not reported	Q3 2025
MASS908 Devices Inc.	$2.99M	2.57%	1.57%	Not reported	Q4 2020
WRBYWarby Parker Inc.	$2.93M	2.52%	0.12%	Not reported	Q3 2021
Q3 2025Reported Nov 12, 202510 positions
TSLATesla, Inc.	$38.4M	29.01%	0.00%	Not reported	Q4 2019
OUSTOuster, Inc.	$30.4M	23.03%	1.88%	Not reported	Q1 2021
TWSTTwist Bioscience Corp	$23.3M	17.64%	1.37%	Not reported	Q4 2019
MDGLMadrigal Pharmaceuticals, Inc.	$18.8M	14.22%	0.18%	-63.7%	Q3 2020
HHyatt Hotels Corp	$9.94M	7.52%	Not reported	Not reported	Q4 2019
MASS908 Devices Inc.	$4.98M	3.77%	1.58%	Not reported	Q4 2020
WRBYWarby Parker Inc.	$3.71M	2.81%	0.12%	Not reported	Q3 2021
TXG10x Genomics, Inc.	$2.46M	1.86%	0.17%	New	Q3 2025
SONDSonder Holdings Inc.	$102K	0.08%	0.60%	Not reported	Q1 2022
DNAGinkgo Bioworks Holdings, Inc.	$82.9K	0.06%	0.01%	Not reported	Q4 2022

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