Tao Capital Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Tao Capital Management LP reported 10 stock positions worth $143.3 million. Its top holding was Madrigal Pharmaceuticals (MDGL) at 28.1% of the portfolio, followed by Twist Bioscience (TWST, 26.9%) and Tesla (TSLA, 24.3%). Its holdings were unchanged from Q3 2024.
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001802967
- Portfolio Value
- $143.3M (Q4 2024)
- SEC Filing
- 0001802967-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 10 stocks · $143.3M
| MDGL Madrigal Pharmaceuticals Inc. | 28.11% | 130,529 | $40.3M | No change |
| TWST Twist Bioscience Corp. | 26.88% | 828,815 | $38.5M | No change |
| TSLA Tesla Inc. | 24.31% | 86,250 | $34.8M | No change |
| OUST Ouster Inc. | 9.60% | 1,125,316 | $13.8M | No change |
| H Hyatt Hotels Corp. Class A | 7.67% | 70,000 | $11.0M | No change |
| WRBY Warby Parker Inc. Class A | 2.27% | 134,473 | $3.3M | No change |
| MASS 908 Devices Inc. | 0.87% | 568,981 | $1.3M | No change |
| SONDQ Sonder Holdings Inc. | 0.18% | 80,188 | $255K | No change |
| BHILQ Benson Hill Inc. | 0.07% | 50,704 | $100K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.04% | 5,683 | $56K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| None this quarter. | |||
Portfolio Buys Q3 2024 → Q4 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 |