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§ 13F · FUND PROFILE

Tao Capital Management LP.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $136.4T (13F)Positions · 9Turnover · · Q4Filed · Feb 17, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026
#TickerNameShares$ value% portΔ Q4
1TSLATesla, Inc.86K$38.8T33.4%±0%
2TWSTTwist Bioscience Corporation829K$26.3T22.6%±0%
3OUSTOuster, Inc.845K$18.3T15.7%−25%
4MDGLMadrigal Pharmaceuticals, Inc.21K$12.2T10.5%−49%
5HHyatt Hotels Corporation70K$11.2T9.7%±0%
6TXG10x Genomics, Inc.211K$3.4T3.0%±0%
7MASS908 Devices Inc.569K$3.0T2.6%±0%
8WRBYWarby Parker Inc.134K$2.9T2.5%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE TAO SIGNAL

AC read

Tao Capital Management LP is a Other fund managing $136374.2 trillion in assets. The fund runs a focused portfolio of just 9 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
Tao Capital Management LP 13F Holdings & Portfolio Analysis | Acid Capitalist