Institutions / RH Tailwind Management, LLC
RH Tailwind Management, LLC
CIK 2065331 · Institution · as of Dec 31, 2025
Portfolio value
$99.42M
Positions
19
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Palantir Technologies Inc | $10.84M | 10.9% |
| Technology Select Sector | $9.65M | 9.7% |
| Citigroup Inc | $8.64M | 8.7% |
| VanEck Semiconductor ETF | $8.28M | 8.3% |
| American Express Co | $7.40M | 7.4% |
| AppLovin Corp | $7.08M | 7.1% |
| The Goldman Sachs Group, Inc. | $6.59M | 6.6% |
| Robinhood Markets, Inc. | $6.56M | 6.6% |
| Carvana Co. | $6.12M | 6.2% |
| Wayfair Inc. | $4.92M | 4.9% |
| RTX Corp | $4.58M | 4.6% |
| Vistra Corp. | $3.87M | 3.9% |
| GE Vernova Inc. | $3.59M | 3.6% |
| Spotify Technology S.A. | $2.61M | 2.6% |
| NVIDIA Corp | $2.42M | 2.4% |
| General Electric Co | $2.16M | 2.2% |
| Alphabet Inc. | $1.88M | 1.9% |
| Caterpillar Inc | $1.72M | 1.7% |
| iShares Tr Russell | $492.3K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.