Tao Capital Management LP
Top Portfolio Positions
8 positions ·
$118,827,458 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TWST |
Twist Bioscience Corp
Healthcare
|
828,815 | $39,385,288 | 33.14% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
86,250 | $32,063,437 | 26.98% | |
| OUST |
Ouster, Inc.
Technology
|
845,316 | $15,528,454 | 13.07% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
21,000 | $10,992,870 | 9.25% | |
| H |
Hyatt Hotels Corp
Consumer Cyclical
|
70,000 | $10,065,300 | 8.47% | |
| TXG |
10x Genomics, Inc.
Healthcare
|
210,862 | $4,476,600 | 3.77% | |
| MASS |
908 Devices Inc.
Healthcare
|
568,981 | $3,482,163 | 2.93% | |
| WRBY |
Warby Parker Inc.
Healthcare
|
134,473 | $2,833,346 | 2.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in H
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,065,300 | 70,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,222,400 | 70,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,935,100 | 70,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,775,500 | 70,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,575,000 | 70,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,988,600 | 70,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,654,000 | 70,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,634,400 | 70,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,173,400 | 70,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,128,700 | 70,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,425,600 | 70,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,020,600 | 70,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,825,300 | 70,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,331,500 | 70,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,667,200 | 70,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,173,700 | 70,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,681,500 | 70,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,713,000 | 70,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,397,000 | 70,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,434,800 | 70,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,789,000 | 70,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,197,500 | 70,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,735,900 | 70,000 | Shares | Sole | 2020-11-25 | |
| 2020-06-30 | $3,520,300 | 70,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,353,000 | 70,000 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||