Tao Capital Management LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Tao Capital Management LP reported 10 stock positions worth $105.5 million. Its top holding was Madrigal Pharmaceuticals (MDGL) at 33.0% of the portfolio, followed by Twist Bioscience (TWST, 26.9%) and Tesla (TSLA, 14.4%). Compared with Q4 2023, it sold out of 2. The biggest sale was an exit from Denali Therapeutics (DNLI).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001802967
Portfolio Value
$105.5M (Q1 2024)
SEC Filing
0001802967-24-000004 ↗ filed May 9, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $105.5M $105.5M Q1 2024 Q2 2024: $122.0M Q2 2024 Q3 2024: $110.4M Q3 2024 Q4 2024: $143.3M Q4 2024 Q1 2025: $116.1M Q1 2025 Q2 2025: $136.4M Q2 2025 Q3 2025: $132.2M Q3 2025 Q4 2025: $116.2M Q4 2025 Q1 2026: $118.8M Q1 2026 Q2 2026: $1.9B Q2 2026

Holdings 10 stocks · $105.5M
MDGL Madrigal Pharmaceuticals Inc. 33.02% 130,529 $34.9M No change
TWST Twist Bioscience Corp. 26.94% 828,815 $28.4M No change
TSLA Tesla Inc. 14.37% 86,250 $15.2M No change
H Hyatt Hotels Corp. Class A 10.59% 70,000 $11.2M No change
OUST Ouster Inc. 8.47% 1,125,316 $8.9M No change
MASS 908 Devices Inc. 4.07% 568,981 $4.3M No change
WRBY Warby Parker Inc. Class A 1.73% 134,473 $1.8M No change
BENSON HILL INC 0.34% 1,774,681 $356K No change
DNA Ginkgo Bioworks Holdings Inc. 0.25% 227,354 $264K No change
SONDQ Sonder Holdings Inc. 0.22% 80,188 $237K No change

Portfolio Sells Q4 2023 → Q1 2024
DNLI Denali Therapeutics Inc. Sold out 0.00% −0.06
SRRK Scholar Rock Holding Corp. Sold out 0.00% −0.05

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$1.9BSPCX, TWST, TSLA, H, MDGL
Q1 2026 8$118.8MTWST, TSLA, OUST, MDGL, H
Q4 2025 8$116.2MTSLA, TWST, OUST, MDGL, H
Q3 2025 10$132.2MTSLA, OUST, TWST, MDGL, H
Q2 2025 9$136.4MMDGL, TWST, TSLA, OUST, H
Q1 2025 9$116.1MMDGL, TWST, TSLA, OUST, H
Q4 2024 10$143.3MMDGL, TWST, TSLA, OUST, H
Q3 2024 10$110.4MTWST, MDGL, TSLA, H, OUST
Q2 2024 10$122.0MTWST, MDGL, TSLA, OUST, H
Q1 2024 10$105.5MMDGL, TWST, TSLA, H, OUST