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Tao Capital Management LP

Q1 2026 · Filed 2026-05-14
Market Value
$103M
+5.5%
Holdings
7
-2
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TWST 38.13% 26.86% +11.27% $39M
TXG 4.33% 3.51% +0.82% $4M
MASS 3.37% 3.05% +0.32% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSLA 31.04% 39.63% -8.59% $32M
MDGL 10.64% 12.49% -1.85% $11M
H 9.74% 11.46% -1.72% $10M
WRBY 2.74% 2.99% -0.25% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $32M 31.0%
Large Cap 2 $21M 20.4%
Mid Cap 3 $47M 45.2%
Micro Cap 1 $3M 3.4%

Portfolio Analytics

Avg Market Cap
$234.1B
Median Market Cap
$3.8B
Avg P/E
355.4
Median P/E
355.4
Avg Dividend Yield
0.00%
Avg Beta
1.27
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TWST 38.13% 828,815 $39M $47.52 $13M
2 TSLA 31.04% 86,250 $32M $371.75 -$7M
3 MDGL 10.64% 21,000 $11M $523.47 -$1M
4 H 9.74% 70,000 $10M $143.79 -$1M
5 TXG 4.33% 210,862 $4M $21.23 $1M
6 MASS 3.37% 568,981 $3M $6.12 $495K
7 WRBY 2.74% 134,473 $3M $21.07 -$97K
View SEC EDGAR Filings for Tao Capital Management LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms