RH Tailwind Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), RH Tailwind Management, LLC reported 19 stock positions worth $99.4 million. Its top holding was Palantir Technologies Class A (PLTR) at 10.9% of the portfolio, followed by SS Technology Select Sector (XLK, 9.7%) and Citigroup (C, 8.7%).
- Most Recent 13F
- Q2 2026
- Location
- West Conshohocken, PA
- CIK
- 0002065331
- Portfolio Value
- $99.4M (Q4 2025)
- SEC Filing
- 0002065331-26-000003 ↗ filed Feb 13, 2026
Holdings Value
Holdings 19 stocks · $99.4M
| PLTR Palantir Technologies Inc. Class A | 10.91% | 61,000 | $10.8M | — |
| XLK SS Technology Select Sector | 9.71% | 67,020 | $9.6M | — |
| C Citigroup Inc. | 8.69% | 74,000 | $8.6M | — |
| SMH Vaneck Semiconductor ETF | 8.33% | 23,000 | $8.3M | — |
| AXP American Express Co. | 7.44% | 20,000 | $7.4M | — |
| APP AppLovin Corp. Class A | 7.12% | 10,500 | $7.1M | — |
| GS Goldman Sachs Group Inc. | 6.63% | 7,500 | $6.6M | — |
| HOOD Robinhood Markets Inc. Class A | 6.60% | 58,000 | $6.6M | — |
| CVNA Carvana Co. | 6.16% | 14,500 | $6.1M | — |
| W Wayfair Inc. Class A | 4.95% | 49,000 | $4.9M | — |
| RTX RTX Corp. | 4.61% | 25,000 | $4.6M | — |
| VST Vistra Corp. | 3.89% | 24,000 | $3.9M | — |
| GEV GE Vernova Inc. | 3.62% | 5,500 | $3.6M | — |
| SPOT Spotify Technology SA | 2.63% | 4,500 | $2.6M | — |
| NVDA Nvidia Corp. | 2.44% | 13,000 | $2.4M | — |
| GE General Electric filed as GE AEROSPACE | 2.18% | 7,020 | $2.2M | — |
| GOOGL Alphabet Inc. Class A | 1.89% | 6,000 | $1.9M | — |
| CAT Caterpillar Inc. | 1.73% | 3,000 | $1.7M | — |
| IWM iShares Russell 2000 ETF | 0.50% | 2,000 | $492K | — |
Options reported separately and not counted above: CITIGROUP INC puts ($46.7M), GOLDMAN SACHS GROUP INC puts ($44.0M), APPLOVIN CORP puts ($43.8M), PALANTIR TECHNOLOGIES INC puts ($28.4M), NVIDIA CORPORATION puts ($18.6M), AMERICAN EXPRESS CO puts ($18.5M), RTX CORPORATION puts ($18.4M), VANECK ETF TRUST puts ($18.0M), CARVANA CO puts ($16.9M), WAYFAIR INC puts ($16.1M), ALPHABET INC puts ($15.7M), VISTRA CORP puts ($14.5M), and 33 more.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.