Tao Capital Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Tao Capital Management LP reported 10 stock positions worth $132.2 million. Its top holding was Tesla (TSLA) at 29.0% of the portfolio, followed by Ouster (OUST, 23.0%) and Twist Bioscience (TWST, 17.6%). Compared with Q2 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in 10X Genomics Class A (TXG) and the biggest sale Madrigal Pharmaceuticals (MDGL, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001802967
- Portfolio Value
- $132.2M (Q3 2025)
- SEC Filing
- 0001802967-25-000007 ↗ filed Nov 12, 2025
Holdings Value
Holdings 10 stocks · $132.2M
| TSLA Tesla Inc. | 29.01% | 86,250 | $38.4M | No change |
| OUST Ouster Inc. | 23.03% | 1,125,316 | $30.4M | No change |
| TWST Twist Bioscience Corp. | 17.64% | 828,815 | $23.3M | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 14.22% | 41,000 | $18.8M | Reduce -63.6% |
| H Hyatt Hotels Corp. Class A | 7.52% | 70,000 | $9.9M | No change |
| MASS 908 Devices Inc. | 3.77% | 568,981 | $5.0M | No change |
| WRBY Warby Parker Inc. Class A | 2.81% | 134,473 | $3.7M | No change |
| TXG 10X Genomics Inc. Class A | 1.86% | 210,862 | $2.5M | New |
| SONDQ Sonder Holdings Inc. | 0.08% | 80,188 | $102K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.06% | 5,683 | $83K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MDGL Madrigal Pharmaceuticals Inc. | Reduce -63.6% | 14.22% | −10.80 |
Portfolio Buys Q2 2025 → Q3 2025
| TXG 10X Genomics Inc. Class A | New | 1.86% | +1.86 |
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 |