account_balance
Investment manager · 13F filer · SEC CIK 2065331
RH Tailwind Management, LLC
Reported value$365Mas of Sep 30, 2026
Positions34 21 new, 10 sold out
Top 10 weight47.1%MU alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
5.8%New
SMHVaneck ETF Trust
5.5%Added +288%
XBISPDR Series Trust
5.2%New
MTUMiShares Tr
5.1%Added +46%
SOXXiShares Tr
4.6%Added +168%
GSGoldman Sachs Group Inc
4.6%Added +2%
SPYSPDR S&P 500 ETF Trust
4.4%Trimmed −2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.3%Added +79%
STTState Street Corp
3.8%New
SNOWSnowflake Inc.
3.8%New
BNYBank of New York Mellon Corp
3.6%New
PANWPalo Alto Networks Inc
3.6%
MUMicron Technology Inc
5.8%New
SMHVaneck ETF Trust
5.5%
XBISPDR Series Trust
5.2%
MTUMiShares Tr
5.1%+46%
SOXXiShares Tr
4.6%+168%
GSGoldman Sachs Group Inc
4.6%+2%
SPYSPDR S&P 500 ETF Trust
4.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.3%
STTState Street Corp
3.8%
SNOWSnowflake Inc.
3.8%
BNYBank of New York Mellon Corp
3.6%
PANWPalo Alto Networks Inc
3.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 5.8% New
SMH Vaneck ETF Trust 5.5% Added +288%
XBI SPDR Series Trust 5.2% New
MTUM iShares Tr 5.1% Added +46%
SOXX iShares Tr 4.6% Added +168%
GS Goldman Sachs Group Inc 4.6% Added +2%SPY SPDR S&P 500 ETF Trust 4.4% Trimmed −2%TSM Taiwan Semiconductor Manufacturing Co Ltd 4.3% Added +79%STT State Street Corp 3.8% NewSNOW Snowflake Inc. 3.8% NewBNY Bank of New York Mellon Corp 3.6% NewPANW Palo Alto Networks Inc 3.6% NewWhat changed
Biggest moves since Jun 30, 2026
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