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Tao Capital Management LP

Q2 2025 · Filed 2025-08-12
Market Value
$109M
+2.9%
Holdings
8
-1
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
TSLA 25.12% 21.08% +4.03% $27M
MASS 3.72% 2.40% +1.31% $4M
H 8.96% 8.09% +0.87% $10M
WRBY 2.70% 2.31% +0.39% $3M
SONDQ 0.20% 0.15% +0.05% $217K
DNA 0.06% 0.03% +0.03% $64K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MDGL 31.29% 35.24% -3.95% $34M
TWST 27.95% 30.69% -2.74% $30M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $27M 25.1%
Large Cap 2 $44M 40.3%
Mid Cap 2 $33M 30.7%
Small Cap 1 $64K 0.1%
Micro Cap 2 $4M 3.9%

Portfolio Analytics

Avg Market Cap
$204.5B
Median Market Cap
$3.4B
Avg P/E
355.4
Median P/E
355.4
Avg Dividend Yield
0.00%
Avg Beta
1.30
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MDGL 31.29% 112,785 $34M $302.64 -$3M
2 TWST 27.95% 828,815 $30M $36.79 -$2M
3 TSLA 25.12% 86,250 $27M $317.66 $5M
4 H 8.96% 70,000 $10M $139.65 $1M
5 MASS 3.72% 568,981 $4M $7.13 $2M
6 WRBY 2.70% 134,473 $3M $21.93 $498K
7 SONDQ 0.20% 80,188 $217K $2.70 $56K
8 DNA 0.06% 5,683 $64K $11.25 $32K
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