Tao Capital Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Tao Capital Management LP reported 10 stock positions worth $110.4 million. Its top holding was Twist Bioscience (TWST) at 33.9% of the portfolio, followed by Madrigal Pharmaceuticals (MDGL, 25.1%) and Tesla (TSLA, 20.4%). Compared with Q2 2024, it added to 1. The biggest buy was Benson Hill (BHILQ, shares +1%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001802967
- Portfolio Value
- $110.4M (Q3 2024)
- SEC Filing
- 0001802967-24-000006 ↗ filed Nov 8, 2024
Holdings Value
Holdings 10 stocks · $110.4M
| TWST Twist Bioscience Corp. | 33.91% | 828,815 | $37.4M | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 25.09% | 130,529 | $27.7M | No change |
| TSLA Tesla Inc. | 20.44% | 86,250 | $22.6M | No change |
| H Hyatt Hotels Corp. Class A | 9.65% | 70,000 | $10.7M | No change |
| OUST Ouster Inc. | 6.42% | 1,125,316 | $7.1M | No change |
| WRBY Warby Parker Inc. Class A | 1.99% | 134,473 | $2.2M | No change |
| MASS 908 Devices Inc. | 1.79% | 568,981 | $2.0M | No change |
| SONDQ Sonder Holdings Inc. | 0.34% | 80,188 | $375K | No change |
| BHILQ Benson Hill Inc. | 0.33% | 50,704 | $365K | Add +0.9% |
| DNA Ginkgo Bioworks Holdings Inc. | 0.04% | 5,683 | $46K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||
Portfolio Buys Q2 2024 → Q3 2024
| BHILQ Benson Hill Inc. | Add +0.9% | 0.33% | +0.11 |
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 |