Funds › RH Tailwind Management, LLC
RH Tailwind Management, LLC
13F for Q3 2026, filed Nov 13, 2026. 34 positions worth $1.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of RH Tailwind Management, LLC in the latest 13F quarter?
Using 13F.ai, how has RH Tailwind Management, LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of RH Tailwind Management, LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MU Micron Technology, Inc. | 20,000 | $21.3M | 1.4% | New | 13F ↗ |
| 2 | Vaneck ETF Trust Semiconductr Etf | 33,000 | $20.1M | 1.3% | +288% | 13F ↗ |
| 3 | Spdr Series Trust St Str Sp Biot | 121,000 | $19.1M | 1.3% | New | 13F ↗ |
| 4 | iShares Tr Msci Usa Mmentm | 58,500 | $18.6M | 1.2% | +46.3% | 13F ↗ |
| 5 | iShares Tr Ishares Semicdtr | 29,500 | $16.8M | 1.1% | +168% | 13F ↗ |
| 6 | GS Goldman Sachs Group, Inc. | 18,500 | $16.7M | 1.1% | +2.2% | 13F ↗ |
| 7 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 21,000 | $16.0M | 1.1% | -2.3% | 13F ↗ |
| 8 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 34,000 | $15.5M | 1.0% | +78.9% | 13F ↗ |
| 9 | STT State Street Corporation | 79,000 | $13.8M | 0.9% | New | 13F ↗ |
| 10 | SNOW Snowflake Inc. | 40,500 | $13.8M | 0.9% | New | 13F ↗ |
| 11 | BNY The Bank of New York Mellon Corporation | 91,000 | $13.2M | 0.9% | New | 13F ↗ |
| 12 | PANW Palo Alto Networks, Inc. | 33,000 | $13.1M | 0.9% | New | 13F ↗ |
| 13 | PSX Phillips 66 | 50,000 | $12.8M | 0.9% | New | 13F ↗ |
| 14 | NET Cloudflare, Inc. | 34,500 | $12.0M | 0.8% | New | 13F ↗ |
| 15 | LITE Lumentum Holdings Inc. | 12,000 | $11.7M | 0.8% | New | 13F ↗ |
| 16 | AMGN Amgen Inc. | 27,000 | $11.4M | 0.8% | New | 13F ↗ |
| 17 | GOOGL Alphabet Inc. Class A | 33,000 | $11.4M | 0.8% | +230% | 13F ↗ |
| 18 | DELL Dell Technologies Inc. | 20,500 | $11.0M | 0.7% | New | 13F ↗ |
| 19 | FIX Comfort Systems USA, Inc. | 6,600 | $10.9M | 0.7% | +73.7% | 13F ↗ |
| 20 | VLO Valero Energy Corporation | 26,000 | $10.1M | 0.7% | New | 13F ↗ |
| 21 | MPC Marathon Petroleum Corporation | 23,000 | $9.1M | 0.6% | New | 13F ↗ |
| 22 | SNDK Sandisk Corporation | 5,000 | $8.7M | 0.6% | New | 13F ↗ |
| 23 | PWR Quanta Services, Inc. | 12,000 | $7.7M | 0.5% | +14.3% | 13F ↗ |
| 24 | Vaneck ETF Trust Oil Services Etf | 20,000 | $7.6M | 0.5% | -54.4% | 13F ↗ |
| 25 | FTNT Fortinet, Inc. | 38,000 | $6.8M | 0.5% | New | 13F ↗ |
| 26 | Select Sector Spdr Tr St Str Techn Etf | 33,000 | $6.5M | 0.4% | +3.1% | 13F ↗ |
| 27 | AMD Advanced Micro Devices, Inc. | 10,500 | $6.4M | 0.4% | New | 13F ↗ |
| 28 | STX Seagate Technology Holdings PLC | 6,000 | $5.5M | 0.4% | New | 13F ↗ |
| 29 | WDC Western Digital Corporation | 11,000 | $5.0M | 0.3% | New | 13F ↗ |
| 30 | MS Morgan Stanley | 18,000 | $3.4M | 0.2% | +800% | 13F ↗ |
| 31 | MRK Merck & Company, Inc. | 22,000 | $3.2M | 0.2% | New | 13F ↗ |
| 32 | JNJ Johnson & Johnson | 11,000 | $2.9M | 0.2% | -63.3% | 13F ↗ |
| 33 | BAC Bank of America Corporation | 47,000 | $2.6M | 0.2% | New | 13F ↗ |
| 34 | INTC Intel Corporation | 2,000 | $240.5K | <0.1% | New | 13F ↗ |
Changes since Q2 2026
21 new, 10 added to, 3 trimmed, 10 exited, 0 unchanged. By estimated dollars.
New positions (21)
| MU Micron Technology, Inc. | 20,000 | New | $21.3M |
| Spdr Series Trust St Str Sp Biot | 121,000 | New | $19.1M |
| STT State Street Corporation | 79,000 | New | $13.8M |
| SNOW Snowflake Inc. | 40,500 | New | $13.8M |
| BNY The Bank of New York Mellon Corporation | 91,000 | New | $13.2M |
| PANW Palo Alto Networks, Inc. | 33,000 | New | $13.1M |
| PSX Phillips 66 | 50,000 | New | $12.8M |
| NET Cloudflare, Inc. | 34,500 | New | $12.0M |
| LITE Lumentum Holdings Inc. | 12,000 | New | $11.7M |
| AMGN Amgen Inc. | 27,000 | New | $11.4M |
Added to (10)
| Vaneck ETF Trust Semiconductr Etf | 33,000 | +288% | $14.9M |
| iShares Tr Ishares Semicdtr | 29,500 | +168% | $10.5M |
| GOOGL Alphabet Inc. Class A | 33,000 | +230% | $7.9M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 34,000 | +78.9% | $6.8M |
| iShares Tr Msci Usa Mmentm | 58,500 | +46.3% | $5.9M |
| FIX Comfort Systems USA, Inc. | 6,600 | +73.7% | $4.6M |
| MS Morgan Stanley | 18,000 | +800% | $3.0M |
| PWR Quanta Services, Inc. | 12,000 | +14.3% | $963.8K |
| GS Goldman Sachs Group, Inc. | 18,500 | +2.2% | $360.1K |
| Select Sector Spdr Tr St Str Techn Etf | 33,000 | +3.1% | $195.8K |
Trimmed (3)
Exited (10)
| GEV GE Vernova Inc. | 19,000 | Exited | -$22.3M |
| Invesco Qqq Tr | 20,500 | Exited | -$15.1M |
| HWM Howmet Aerospace Inc. | 43,000 | Exited | -$11.6M |
| VRT Vertiv Holdings Co | 34,000 | Exited | -$11.4M |
| CAT Caterpillar, Inc. | 9,000 | Exited | -$9.6M |
| MTZ MasTec, Inc. | 17,000 | Exited | -$7.1M |
| CRS Carpenter Technology Corporation | 10,000 | Exited | -$6.2M |
| Select Sector Spdr Tr St Str Energ Etf | 83,000 | Exited | -$4.4M |
| Exxon Mobil Corp | 30,000 | Exited | -$4.1M |
| RIO Rio Tinto Plc · ADR | 38,000 | Exited | -$3.6M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer