RH Tailwind Management, LLC
- SEC CIK
- 0002065331
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only.
- Positions
- 19
- No filing for Q3 2025
- Portfolio value
- $99.4M
- No filing for Q3 2025
RH Tailwind Management, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 61,000 | $10.8M | 10.9% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 67,020 | $9.65M | 9.7% | – | – | – |
| CCitigroup Inc | Stock | 74,000 | $8.64M | 8.7% | – | – | History |
| VanEck Semiconductor ETF92189F676 | ETF | 23,000 | $8.28M | 8.3% | – | – | – |
| AXPAmerican Express Co | Stock | 20,000 | $7.40M | 7.4% | – | – | History |
| APPAppLovin Corp | COM CL A | 10,500 | $7.08M | 7.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 7,500 | $6.59M | 6.6% | – | – | History |
| HOODRobinhood Markets, Inc. | Stock | 58,000 | $6.56M | 6.6% | – | – | History |
| CVNACarvana Co. | CL A | 14,500 | $6.12M | 6.2% | – | – | History |
| WWayfair Inc. | CL A | 49,000 | $4.92M | 4.9% | – | – | History |
| RTXRTX Corp | Stock | 25,000 | $4.58M | 4.6% | – | – | History |
| VSTVistra Corp. | Stock | 24,000 | $3.87M | 3.9% | – | – | History |
| GEVGE Vernova Inc. | Stock | 5,500 | $3.59M | 3.6% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 4,500 | $2.61M | 2.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 13,000 | $2.42M | 2.4% | – | – | History |
| GEGeneral Electric Co | Stock | 7,020 | $2.16M | 2.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 6,000 | $1.88M | 1.9% | – | – | History |
| CATCaterpillar Inc | Stock | 3,000 | $1.72M | 1.7% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,000 | $492.3K | 0.5% | – | – | – |
Options (45)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Citigroup Inc172967954 | PUT | $46.7M | – |
| Goldman Sachs Group Inc38141G954 | PUT | $44.0M | – |
| Applovin Corp03831W958 | PUT | $43.8M | – |
| Palantir Technologies Inc69608A958 | PUT | $28.4M | – |
| NVIDIA Corporation67066G954 | PUT | $18.6M | – |
| American Express Co025816959 | PUT | $18.5M | – |
| Raytheon Technologies Corp75513E951 | PUT | $18.4M | – |
| VanEck Vectors ETF Tr92189F956 | PUT | $18.0M | – |
| Carvana Co146869952 | PUT | $16.9M | – |
| Wayfair Inc94419L951 | PUT | $16.1M | – |
| Alphabet Inc02079K955 | PUT | $15.7M | – |
| Vistra Corp92840M952 | PUT | $14.5M | – |
| Select Sector SPDR Tr81369Y953 | OPT | $14.4M | – |
| Howmet Aerospace Inc443201958 | PUT | $14.4M | – |
| Ge Vernova Inc36828A951 | COM | $13.1M | – |
| General Electric Co369604951 | PUT | $12.6M | – |
| Caterpillar Inc149123901 | CALL | – | $11.5M |
| Caterpillar Inc149123951 | PUT | $11.5M | – |
| Robinhood MKTS Inc770700952 | COM | $11.3M | – |
| Western Digital Corp.958102955 | PUT | $10.4M | – |
| Alphabet Inc02079K905 | CALL | – | $9.39M |
| Vistra Corp92840M902 | CALL | – | $8.07M |
| NVIDIA Corporation67066G904 | CALL | – | $7.46M |
| SPDR S&P 500 ETF Tr78462F903 | CALL | – | $6.82M |
| SPDR S&P 500 ETF Tr78462F953 | PUT | $6.82M | – |
| Applovin Corp03831W908 | CALL | – | $6.74M |
| Ge Vernova Inc36828A901 | COM | – | $6.54M |
| Vertiv Holdings Co92537N908 | CALL | – | $6.48M |
| Vertiv Holdings Co92537N958 | PUT | $6.17M | – |
| General Electric Co369604901 | CALL | – | $6.16M |
| Howmet Aerospace Inc443201908 | CALL | – | $6.15M |
| Invesco QQQ Tr46090E903 | UNIT SER 1 | – | $6.14M |
| Invesco QQQ Tr46090E953 | PUT | $6.14M | – |
| iShares Tr464287905 | CALL | – | $4.92M |
| iShares Tr464287955 | PUT | $4.92M | – |
| General MTRS Co37045V950 | PUT | $4.91M | – |
| General MTRS Co37045V900 | CALL | – | $4.88M |
| Wayfair Inc94419L901 | CALL | – | $4.02M |
| Spotify Technology S AL8681T952 | PUT | $2.90M | – |
| Albemarle Corp012653901 | CALL | – | $2.83M |
| Albemarle Corp012653951 | PUT | $2.83M | – |
| Royal Caribbean GroupV7780T903 | CALL | – | $2.79M |
| Alcoa Corp013872906 | CALL | – | $2.66M |
| Alcoa Corp013872956 | PUT | $2.66M | – |
| Corning Inc219350905 | CALL | – | $1.75M |