RH Tailwind Management, LLC
CIK 2065331
13F filing for Q2 2026・No. 2,543
- Holdings
- US$1.03B
- Quarter change
- +US$245.64M
- Entries
- 58
- Net bought (estimate)
- +US$2.87M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 10
- Cut 7
- Added 6
- Corporate actions 2
- Unchanged 0
Largest holdings
23 stocks worth US$214.21M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GEVGE VERNOVA INCCommon Stock | Added | 19,000 | US$22.32M | 10.42% |
| GSGOLDMAN SACHS GROUP INCCommon Stock | Added | 18,100 | US$18.31M | 8.55% |
| VANECK ETF TRUSTCommon Stock | Added | 43,900 | US$16.33M | 7.62% |
| SPYSTATE STR SPDR S&P 500 ETF TCommon Stock | New | 21,500 | US$16.06M | 7.50% |
| QQQInvesco QQQCommon Stock | New | 20,500 | US$15.1M | 7.05% |
| ISHARES TRCommon Stock | New | 40,000 | US$13.71M | 6.40% |
| HWMHOWMET AEROSPACE INCCommon Stock | Cut | 43,000 | US$11.56M | 5.40% |
| VRTVERTIV HOLDINGS COCommon Stock | Cut | 34,000 | US$11.38M | 5.31% |
| CATCATERPILLAR INCCommon Stock | Cut | 9,000 | US$9.58M | 4.47% |
| TSMTSMC ADRCommon Stock | Cut | 19,000 | US$9.07M | 4.24% |
Sign in (free) to see its 23 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.