Tao Capital Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Tao Capital Management LP reported 9 stock positions worth $136.4 million. Its top holding was Madrigal Pharmaceuticals (MDGL) at 25.0% of the portfolio, followed by Twist Bioscience (TWST, 22.4%) and Tesla (TSLA, 20.1%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001802967
- Portfolio Value
- $136.4M (Q2 2025)
- SEC Filing
- 0001802967-25-000006 ↗ filed Aug 12, 2025
Holdings Value
Holdings 9 stocks · $136.4M
| MDGL Madrigal Pharmaceuticals Inc. | 25.03% | 112,785 | $34.1M | No change |
| TWST Twist Bioscience Corp. | 22.36% | 828,815 | $30.5M | No change |
| TSLA Tesla Inc. | 20.09% | 86,250 | $27.4M | No change |
| OUST Ouster Inc. | 20.01% | 1,125,316 | $27.3M | No change |
| H Hyatt Hotels Corp. Class A | 7.17% | 70,000 | $9.8M | No change |
| MASS 908 Devices Inc. | 2.97% | 568,981 | $4.1M | No change |
| WRBY Warby Parker Inc. Class A | 2.16% | 134,473 | $2.9M | No change |
| SONDQ Sonder Holdings Inc. | 0.16% | 80,188 | $217K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.05% | 5,683 | $64K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 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 |