Tao Capital Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Tao Capital Management LP reported 6 stock positions worth $1.9 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 93.7% of the portfolio, followed by Twist Bioscience (TWST, 2.5%) and Tesla (TSLA, 1.9%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 1 and reduced 1. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Twist Bioscience (TWST, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001802967
- Portfolio Value
- $1.9B (Q2 2026)
- SEC Filing
- 0001802967-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 6 stocks · $1.9B
| SPCX Space Exploration Techn Class A | 93.75% | 10,644,340 | $1.8B | New |
| TWST Twist Bioscience Corp. | 2.54% | 478,815 | $49.3M | Reduce -42.2% |
| TSLA Tesla Inc. | 1.87% | 86,250 | $36.3M | No change |
| H Hyatt Hotels Corp. Class A | 0.70% | 70,000 | $13.6M | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 0.58% | 21,000 | $11.3M | No change |
| TXG 10X Genomics Inc. Class A | 0.56% | 283,469 | $10.9M | Add +34.4% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $1.9B | SPCX, TWST, TSLA, H, MDGL |
| Q1 2026 | 8 | $118.8M | TWST, TSLA, OUST, MDGL, H |
| Q4 2025 | 8 | $116.2M | TSLA, TWST, OUST, MDGL, H |
| Q3 2025 | 10 | $132.2M | TSLA, OUST, TWST, MDGL, H |
| Q2 2025 | 9 | $136.4M | MDGL, TWST, TSLA, OUST, H |
| Q1 2025 | 9 | $116.1M | MDGL, TWST, TSLA, OUST, H |
| Q4 2024 | 10 | $143.3M | MDGL, TWST, TSLA, OUST, H |
| Q3 2024 | 10 | $110.4M | TWST, MDGL, TSLA, H, OUST |
| Q2 2024 | 10 | $122.0M | TWST, MDGL, TSLA, OUST, H |
| Q1 2024 | 10 | $105.5M | MDGL, TWST, TSLA, H, OUST |