Tao Capital Management LP Long-Term Concentrated

Location: San Francisco, CA

CIK: 0001802967 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $119M (100.0% shares, 0.0% debt)

Holdings (8)

TWST Twist Bioscience Corporation 33.1%

Value $39.39M Shares 828,815 Est. Cost $23.40 Unrealized +88.8%

TSLA Tesla, Inc. 27.0%

Value $32.06M Shares 86,250 Est. Cost $212.32 Unrealized +100.6%

OUST Ouster, Inc. 13.1%

Value $15.53M Shares 845,316 Est. Cost $5.54 Unrealized +306.1%

MDGL Madrigal Pharmaceuticals, Inc. 9.3%

Value $10.99M Shares 21,000 Est. Cost $130.16 Unrealized +278.4%

H Hyatt Hotels Corporation 8.5%

Value $10.07M Shares 70,000 Est. Cost $76.75 Unrealized +114.4%

TXG 10x Genomics, Inc. 3.8%

Value $4.477M Shares 210,862 Est. Cost $13.04 Unrealized +52.2%

MASS 908 Devices Inc. 2.9%

Value $3.482M Shares 568,981 Est. Cost $58.41 Unrealized -89.3%

WRBY Warby Parker Inc. 2.4%

Value $2.833M Shares 134,473 Est. Cost $53.77 Unrealized -53.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TWST	Twist Bioscience Corporation	828,815	$39.39M	33.1%	$23.40	+88.8%	Common Stock	90184D100
TSLA	Tesla, Inc.	86,250	$32.06M	27.0%	$212.32	+100.6%	Common Stock	88160R101
OUST	Ouster, Inc.	845,316	$15.53M	13.1%	$5.54	+306.1%	Common Stock	68989M202
MDGL	Madrigal Pharmaceuticals, Inc.	21,000	$10.99M	9.3%	$130.16	+278.4%	Common Stock	558868105
H	Hyatt Hotels Corporation	70,000	$10.07M	8.5%	$76.75	+114.4%	Class B Common Stock	448579102
TXG	10x Genomics, Inc.	210,862	$4.477M	3.8%	$13.04	+52.2%	Class A Common Stock	88025U109
MASS	908 Devices Inc.	568,981	$3.482M	2.9%	$58.41	-89.3%	Common Stock	65443P102
WRBY	Warby Parker Inc.	134,473	$2.833M	2.4%	$53.77	-53.1%	Class A Common Stock	93403J106