Tao Capital Management LP

SAN FRANCISCO, CA · CIK 1802967 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Francisco, CA

$1.9bn reported value +1532.6% vs Q1 2026

6positions

100.0%in top 10

1 new 1 added 1 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	10,644,340	$1.8bn93.75%	93.75%	New
2	TWIST BIOSCIENCE CORP COM TWST	TWST	478,815	$49.3m2.54%	2.54%	Reduced -350.0k	-350,000 -42.2%
3	TESLA INC COM TSLA	TSLA	86,250	$36.3m1.87%	1.87%	Unchanged
4	HYATT HOTELS CORP COM CL A H	H	70,000	$13.6m0.70%	0.70%	Unchanged
5	MADRIGAL PHARMACEUTICALS INC COM MDGL	MDGL	21,000	$11.3m0.58%	0.58%	Unchanged
6	10X GENOMICS INC CL A COM TXG	TXG	283,469	$10.9m0.56%	0.56%	Added +72.6k	+72,607 34.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
OUSTER INC OUST	OUST	845,316	$15.5m845.3k shares
908 DEVICES INC MASS	MASS	568,981	$3.5m569.0k shares
WARBY PARKER INC WRBY	WRBY	134,473	$2.8m134.5k shares