Tao Capital Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Tao Capital Management LP reported 10 stock positions worth $122.0 million. Its top holding was Twist Bioscience (TWST) at 33.5% of the portfolio, followed by Madrigal Pharmaceuticals (MDGL, 30.0%) and Tesla (TSLA, 14.0%). Its holdings were unchanged from Q1 2024.
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001802967
- Portfolio Value
- $122.0M (Q2 2024)
- SEC Filing
- 0001802967-24-000005 ↗ filed Aug 7, 2024
Holdings Value
Holdings 10 stocks · $122.0M
| TWST Twist Bioscience Corp. | 33.48% | 828,815 | $40.8M | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 29.98% | 130,529 | $36.6M | No change |
| TSLA Tesla Inc. | 13.99% | 86,250 | $17.1M | No change |
| OUST Ouster Inc. | 9.07% | 1,125,316 | $11.1M | No change |
| H Hyatt Hotels Corp. Class A | 8.72% | 70,000 | $10.6M | No change |
| MASS 908 Devices Inc. | 2.40% | 568,981 | $2.9M | No change |
| WRBY Warby Parker Inc. Class A | 1.77% | 134,473 | $2.2M | No change |
| SONDQ Sonder Holdings Inc. | 0.30% | 80,188 | $371K | No change |
| BENSON HILL INC | 0.22% | 1,774,681 | $270K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.06% | 227,354 | $76K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
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 |