Tao Capital Management LP

Portfolio Overview

Tao Capital Management LP disclosed 6 positions worth $1.9B in its Form 13F-HR for Q2 2026, led by $SPCX (SPACE EXPLORATION TECHNOLOGIES CORP) at 93.8% of the equity portfolio, followed by $TWST and $TSLA. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $SPCX and a full exit from $OUST. The portfolio is most concentrated in Technology (94.3% of disclosed assets). All figures are sourced directly from Tao Capital Management LP’s Form 13F-HR filing with the SEC under CIK 1802967.

• 

  SPACE EXPLORATION TECHNOLOGIES CORP

  $SPCX

  —

  Quality

  $1.8B10,644,340 sh
• 

  Twist Bioscience Corp

  $TWST

  33.9#2,367

  Quality

  $49.3M478,815 sh
• 

  Tesla, Inc.

  $TSLA

  53.9#1,361

  Quality

  $36.3M86,250 sh
• 

  Hyatt Hotels Corp

  $H

  47.9

  Quality

  $13.6M70,000 sh
• 

  MADRIGAL PHARMACEUTICALS, INC.

  $MDGL

  40.7

  Quality

  $11.3M21,000 sh
• 

  10x Genomics, Inc.

  $TXG

  40.5

  Quality

  $10.9M283,469 sh

Company	Quality	Value	Shares
SPACE EXPLORATION TECHNOLOGIES CORP$SPCX	—	$1.8B	10,644,340
Twist Bioscience Corp$TWST	33.9#2,367	$49.3M	478,815
Tesla, Inc.$TSLA	53.9#1,361	$36.3M	86,250
Hyatt Hotels Corp$H	47.9	$13.6M	70,000
MADRIGAL PHARMACEUTICALS, INC.$MDGL	40.7	$11.3M	21,000
10x Genomics, Inc.$TXG	40.5	$10.9M	283,469

Showing top 6 of 6 holdings.

Full Holdings — Tao Capital Management LP (Q2 2026)

All 6 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	$1.8B	93.8%	NEW	—
2	$TWST	Twist Bioscience Corp	$49.3M	2.5%	-42%	33.9
3	$TSLA	Tesla, Inc.	$36.3M	1.9%	+0%	53.9
4	$H	Hyatt Hotels Corp	$13.6M	0.7%	+0%	47.9
5	$MDGL	MADRIGAL PHARMACEUTICALS, INC.	$11.3M	0.6%	+0%	40.7
6	$TXG	10x Genomics, Inc.	$10.9M	0.6%	+34%	40.5