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Tao Capital Management LP

Q3 2025 · Filed 2025-11-12
Market Value
$102M
-6.7%
Holdings
9
+1
New Purchases
1
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
11.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSLA 37.69% 25.12% +12.58% $38M
TXG 2.42% 0.00% +2.42% $2M
MASS 4.90% 3.72% +1.18% $5M
WRBY 3.64% 2.70% +0.94% $4M
H 9.76% 8.96% +0.80% $10M
DNA 0.08% 0.06% +0.02% $83K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MDGL 18.48% 31.29% -12.81% $19M
TWST 22.92% 27.95% -5.03% $23M
SONDQ 0.10% 0.20% -0.10% $102K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $38M 37.7%
Large Cap 2 $29M 28.2%
Mid Cap 3 $29M 29.0%
Small Cap 1 $83K 0.1%
Micro Cap 2 $5M 5.0%

Portfolio Analytics

Avg Market Cap
$182.1B
Median Market Cap
$3.1B
Avg P/E
355.4
Median P/E
355.4
Avg Dividend Yield
0.00%
Avg Beta
1.38
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TSLA 37.69% 86,250 $38M $444.72 $11M
2 TWST 22.92% 828,815 $23M $28.14 -$7M
3 MDGL 18.48% 41,000 $19M $458.66 -$15M -71,785 -63.6%
4 H 9.76% 70,000 $10M $141.93 $160K
5 MASS 4.90% 568,981 $5M $8.76 $927K
6 WRBY 3.64% 134,473 $4M $27.58 $760K
7 TXG 2.42% 210,862 $2M $11.69 +210,862 NEW
8 SONDQ 0.10% 80,188 $102K $1.27 -$115K
9 DNA 0.08% 5,683 $83K $14.58 $19K

New Positions

SymbolValue% Port
TXG $2M 2.42%
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