Tao Capital Management LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Tao Capital Management LP reported 8 stock positions worth $116.2 million. Its top holding was Tesla (TSLA) at 33.4% of the portfolio, followed by Twist Bioscience (TWST, 22.6%) and Ouster (OUST, 15.7%). Compared with Q3 2025, it sold out of 2 and reduced 2. The biggest sale was Ouster (OUST, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001802967
- Portfolio Value
- $116.2M (Q4 2025)
- SEC Filing
- 0001802967-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 8 stocks · $116.2M
| TSLA Tesla Inc. | 33.39% | 86,250 | $38.8M | No change |
| TWST Twist Bioscience Corp. | 22.63% | 828,815 | $26.3M | No change |
| OUST Ouster Inc. | 15.75% | 845,316 | $18.3M | Reduce -24.9% |
| MDGL Madrigal Pharmaceuticals Inc. | 10.53% | 21,000 | $12.2M | Reduce -48.8% |
| H Hyatt Hotels Corp. Class A | 9.66% | 70,000 | $11.2M | No change |
| TXG 10X Genomics Inc. Class A | 2.96% | 210,862 | $3.4M | No change |
| MASS 908 Devices Inc. | 2.57% | 568,981 | $3.0M | No change |
| WRBY Warby Parker Inc. Class A | 2.52% | 134,473 | $2.9M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |