Tao Capital Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Tao Capital Management LP reported 9 stock positions worth $116.1 million. Its top holding was Madrigal Pharmaceuticals (MDGL) at 32.2% of the portfolio, followed by Twist Bioscience (TWST, 28.0%) and Tesla (TSLA, 19.2%). Compared with Q4 2024, it sold out of 1 and reduced 1. The biggest sale was an exit from Benson Hill (BHILQ).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001802967
- Portfolio Value
- $116.1M (Q1 2025)
- SEC Filing
- 0001802967-25-000003 ↗ filed May 12, 2025
Holdings Value
Holdings 9 stocks · $116.1M
| MDGL Madrigal Pharmaceuticals Inc. | 32.17% | 112,785 | $37.4M | Reduce -13.6% |
| TWST Twist Bioscience Corp. | 28.02% | 828,815 | $32.5M | No change |
| TSLA Tesla Inc. | 19.25% | 86,250 | $22.4M | No change |
| OUST Ouster Inc. | 8.70% | 1,125,316 | $10.1M | No change |
| H Hyatt Hotels Corp. Class A | 7.38% | 70,000 | $8.6M | No change |
| MASS 908 Devices Inc. | 2.20% | 568,981 | $2.5M | No change |
| WRBY Warby Parker Inc. Class A | 2.11% | 134,473 | $2.5M | No change |
| SONDQ Sonder Holdings Inc. | 0.14% | 80,188 | $160K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.03% | 5,683 | $32K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| 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 |