Tao Capital Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Tao Capital Management LP reported 8 stock positions worth $118.8 million. Its top holding was Twist Bioscience (TWST) at 33.1% of the portfolio, followed by Tesla (TSLA, 27.0%) and Ouster (OUST, 13.1%). Its holdings were unchanged from Q4 2025.
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001802967
- Portfolio Value
- $118.8M (Q1 2026)
- SEC Filing
- 0001802967-26-000003 ↗ filed May 14, 2026
Holdings Value
Holdings 8 stocks · $118.8M
| TWST Twist Bioscience Corp. | 33.14% | 828,815 | $39.4M | No change |
| TSLA Tesla Inc. | 26.98% | 86,250 | $32.1M | No change |
| OUST Ouster Inc. | 13.07% | 845,316 | $15.5M | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 9.25% | 21,000 | $11.0M | No change |
| H Hyatt Hotels Corp. Class A | 8.47% | 70,000 | $10.1M | No change |
| TXG 10X Genomics Inc. Class A | 3.77% | 210,862 | $4.5M | No change |
| MASS 908 Devices Inc. | 2.93% | 568,981 | $3.5M | No change |
| WRBY Warby Parker Inc. Class A | 2.38% | 134,473 | $2.8M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| 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 |