RH Tailwind Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, RH Tailwind Management, LLC held in its portfolio 48 assets valued at $629,188,799 (i.e. $629.19M).

The most valuable assets in the portfolio included: APPLOVIN CORP ($50.54M), CITIGROUP INC ($46.69M), and GOLDMAN SACHS GROUP INC ($44.04M).

The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in RH Tailwind Management, LLC Portfolio
APPLOVIN CORP
CITIGROUP INC
GOLDMAN SACHS GROUP INC
PALANTIR TECHNOLOGIES INC
NVIDIA
ALPHABET INC SHS CL A
CATERPILLAR INC
VISTRA CORP
HOWMET AEROSPACE INC
WAYFAIR INC
RH Tailwind Management, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
APPLOVIN CORP 75000 50536500 Option
CITIGROUP INC 400100 46687669 Option
GOLDMAN SACHS GROUP INC 50100 44037900 Option
PALANTIR TECHNOLOGIES INC 160000 28440000 Option
NVIDIA 140000 26110000 Option
ALPHABET INC SHS CL A 80000 25040000 Option
CATERPILLAR INC 40000 22914800 Option
VISTRA CORP 140000 22586200 Option
HOWMET AEROSPACE INC 100000 20502000 Option
WAYFAIR INC 200000 20082000 Option
GE VERNOVA LLC 30000 19607100 Option
GE AEROSPACE COM 60900 18759027 Option
AMER EXPRESS COMPANY 50000 18497500 Option
RTX Corporation 100200 18376680 Option
VANECK SEMICONDUCTOR ETF 50000 18006500 Option
CARVANA CO 40000 16880800 Option
TECHNOLOGY SELECT SECTOR 100000 14397000 Option
SPDR S&P 500 ETF TRUST ETF 20000 13638400 Option
Vertiv Holdings Co 78100 12652981 Option
Invesco QQQ Trust 20000 12286200 Option
ROBINHOOD MARKETS INC REG CL A 100000 11310000 Option
PALANTIR TECHNOLOGIES INC 61000 10842750 Common Stock
Western Digital Corporation 60200 10370654 Option
ISHARES TR RUSSELL 40000 9846400 Option
GENERAL MOTORS CO 120400 9790928 Option
TECHNOLOGY SELECT SECTOR 67020 9648869 Common Stock
CITIGROUP INC 74000 8635060 Common Stock
VANECK SEMICONDUCTOR ETF 23000 8282990 Common Stock
AMER EXPRESS COMPANY 20000 7399000 Common Stock
APPLOVIN CORP 10500 7075110 Common Stock
GOLDMAN SACHS GROUP INC 7500 6592500 Common Stock
ROBINHOOD MARKETS INC REG CL A 58000 6559800 Common Stock
CARVANA CO 14500 6119290 Common Stock
Albemarle Corporation 40000 5657600 Option
Alcoa Corporation 100000 5314000 Option
WAYFAIR INC 49000 4920090 Common Stock
RTX Corporation 25000 4585000 Common Stock
VISTRA CORP 24000 3871920 Common Stock
GE VERNOVA LLC 5500 3594635 Common Stock
Spotify Technology S.A. 5000 2903550 Option
ROYAL CARIBBEAN GROUP COM 10000 2789200 Option
Spotify Technology S.A. 4500 2613195 Common Stock
NVIDIA 13000 2424500 Common Stock
GE AEROSPACE COM 7020 2162371 Common Stock
ALPHABET INC SHS CL A 6000 1878000 Common Stock
CORNING INC 20000 1751200 Option
CATERPILLAR INC 3000 1718610 Common Stock
ISHARES TR RUSSELL 2000 492320 Common Stock