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Tao Capital Management LP

Q4 2025 · Filed 2026-02-17
Market Value
$98M
-3.8%
Holdings
9
New Purchases
0
Added To
0
Closed
2
Reduced
1
Top 10 Concentration
100.0%
Turnover
22.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TWST 26.86% 22.92% +3.94% $26M
TSLA 39.63% 37.69% +1.93% $39M
H 11.46% 9.76% +1.70% $11M
TXG 3.51% 2.42% +1.09% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MDGL 12.49% 18.48% -5.99% $12M
MASS 3.05% 4.90% -1.85% $3M
WRBY 2.99% 3.64% -0.65% $3M
SONDQ 0.00% 0.10% -0.10% $0
DNA 0.00% 0.08% -0.08% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $39M 39.6%
Large Cap 2 $23M 24.0%
Mid Cap 3 $33M 33.4%
Small Cap 1 $0 0.0%
Micro Cap 2 $3M 3.1%

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 39.63% 86,250 $39M $449.72 $431K
2 TWST 26.86% 828,815 $26M $31.72 $3M
3 MDGL 12.49% 21,000 $12M $582.34 -$7M -20,000 -48.8%
4 H 11.46% 70,000 $11M $160.32 $1M
5 TXG 3.51% 210,862 $3M $16.31 $974K
6 MASS 3.05% 568,981 $3M $5.25 -$2M
7 WRBY 2.99% 134,473 $3M $21.79 -$779K
8 DNA —% -$83K -5,683 -100.0% SOLD
9 SONDQ —% -$102K -80,188 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
DNA —%
SONDQ —%
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