Tao Capital Management LP
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Russell 1000 as of 2026-06-30, active share 98.1%; sector active share 83.7% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 93.7% | $1,818,691,932 |
| Healthcare | 3.7% | $71,404,638 |
| Consumer Cyclical | 2.6% | $49,845,550 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TXG | 10x Genomics, Inc. | +72,607 | 283,469 | $10,868,201 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TWST | Twist Bioscience Corp | −350,000 | 478,815 | $49,260,487 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 10,644,340 | $1,818,691,932 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 10,644,340 | $1,818,691,932 | 93.75% | |
| TWST |
Twist Bioscience Corp
Healthcare
|
Reduced | 478,815 | $49,260,487 | 2.54% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 86,250 | $36,276,750 | 1.87% | |
| H |
Hyatt Hotels Corp
Consumer Cyclical
|
Held | 70,000 | $13,568,800 | 0.70% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
Held | 21,000 | $11,275,950 | 0.58% | |
| TXG |
10x Genomics, Inc.
Healthcare
|
Added | 283,469 | $10,868,201 | 0.56% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.