Vault-13

TAILWIND 2.0 ACQUISITION COR TDWD

ORD SHS CL A · Common Stock · CUSIP G8662J111

55 institutional holders +4 vs Q1 2026
15,228,62115.2m shares reported held*
$152.9mreported value*
5 new 7 added 8 reduced 1 sold out net sold ≈ $420.3k (-41.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.04.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 25: 38Q1 26: 51Q2 26: 5555Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 202538
Q1 202651
Q2 202655

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 26: 22 bought or addedQ1 26: 11 cut or sold outQ1 26Q2 26: 12 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 20262211
Q2 2026129

Biggest buyers

WOLVERINE ASSET MANAGEMENT LLC Added +370,561+370.6k
StoneX Group Inc. New +219,995+220.0k
DLD Asset Management, LP New +150,000+150.0k
Logan Stone Capital, LLC Added +25,204+25.2k
Alyeska Investment Group, L.P. New +25,000+25.0k
Radcliffe Capital Management, L.P. Added +20,002+20.0k
GLAZER CAPITAL, LLC Added +6,412+6.4k
Virtu Financial LLC Added +6,205+6.2k
JPMORGAN CHASE & CO New +5,297+5.3k
AQR Arbitrage LLC Added +3,628+3.6k

Biggest sellers

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Sold out -400,000-400.0k
Parallax Volatility Advisers, L.P. Reduced -229,904-229.9k
Shaolin Capital Management LLC Reduced -108,738-108.7k
Clear Street Group Inc. Reduced -60,844-60.8k
BOOTHBAY FUND MANAGEMENT, LLC Reduced -50,000-50.0k
Karpus Management, Inc. Reduced -11,350-11.3k
Schonfeld Strategic Advisors LLC Reduced -8,349-8.3k
ABC ARBITRAGE SA Reduced -5,000-5.0k
Verition Fund Management LLC Reduced -2,817-2.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
TAILWIND 2.0 SPONSOR LLC 13D · may seek influence new · filed 2025-11-18
Stated purposeOn June 23, 2025, the Sponsor paid $25,000, or approximately $0.004 per share, to cover certain of the Issuer's offering costs in exchange for 5,750,000 Class B ordinary shares (the "Founder Shares"), pursuant to the Securities Subscription Agreement dated as of June 23, 2025 between the Sponsor and the Issuer (the "Founder Share Purchase Agreement"). On November 10, 2025, the Issuer consummated its initial public offering ("IPO") and in connection with the consummation, Sponsor purchased an aggregate of 372,500 private placement units for an aggregate purchase price of $3,725,000. Each unit purchased was comprised of one Class A ordinary share of the Issuer and one right to receive one-tenth of one Class A ordinary share of the Issuer upon consummation of an initial business combination (… Full filing
 25.5% new 6.0m≈ $60.3m 2025-11-18
Adage Capital Management, L.P. 13G · institution new · filed 2026-02-12 7.6% new 1.4m≈ $13.6m 2026-02-12

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20251—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio Boston, MA 1,350,0001.4m $13.6m $13.6m 0.02% Unchanged
2 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 842,500842.5k $8.5m $8.5m 0.01% Unchanged
3 GLAZER CAPITAL, LLC 0.18% of their portfolio New York, NY 738,882738.9k $7.4m $7.4m 0.18% Added +6.4k +6,412
4 Centiva Capital, LP 0.24% of their portfolio New York, NY 701,685701.7k $7.0m $7.0m 0.24% Unchanged
5 Linden Advisors LP 0.04% of their portfolio New York, NY 700,000700.0k $7.0m $7.0m 0.04% Unchanged
6 TENOR CAPITAL MANAGEMENT Co., L.P. 0.09% of their portfolio NEW YORK, NY 650,000650.0k $6.5m $6.5m 0.09% Unchanged
7 Verition Fund Management LLC 0.04% of their portfolio GREENWICH, CT 581,954582.0k $5.8m $5.8m 0.04% Reduced -2.8k -2,817
8 Radcliffe Capital Management, L.P. 0.38% of their portfolio BALA CYNWYD, PA 501,148501.1k $5.0m $5.0m 0.38% Added +20.0k +20,002
9 PICTON MAHONEY ASSET MANAGEMENT 0.05% of their portfolio Toronto, A6 500,000500.0k $5.0m $5.0m 0.05% Unchanged
10 WOLVERINE ASSET MANAGEMENT LLC 0.06% of their portfolio CHICAGO, IL 471,464471.5k $4.7m $4.7m 0.06% Added +370.6k +370,561
11 AQR Arbitrage LLC 0.06% of their portfolio Greenwich, CT 425,616425.6k $4.3m $4.3m 0.06% Added +3.6k +3,628
12 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio HARRISBURG, PA 400,000400.0k $4.0m $4.0m 0.02% Unchanged
13 Polar Asset Management Partners Inc. 0.07% of their portfolio TORONTO, A6 400,000400.0k $4.0m $4.0m 0.07% Unchanged
14 Magnetar Financial LLC 0.04% of their portfolio EVANSTON, IL 400,000400.0k $4.0m $4.0m 0.04% Unchanged
15 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.19% of their portfolio WEST PALM BEACH, FL 400,000400.0k $4.0m $4.0m 0.19% Unchanged
16 First Trust Capital Management L.P. 0.23% of their portfolio CHICAGO, IL 400,000400.0k $4.0m $4.0m 0.23% Unchanged
17 Schonfeld Strategic Advisors LLC 0.02% of their portfolio NEW YORK, NY 400,000400.0k $4.0m $4.0m 0.02% Reduced -8.3k -8,349
18 ARISTEIA CAPITAL, L.L.C. 0.05% of their portfolio GREENWICH, CT 300,000300.0k $3.0m $3.0m 0.05% Unchanged
19 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 300,000300.0k $3.0m $3.0m 0.01% Unchanged
20 Alberta Investment Management Corp 0.02% of their portfolio EDMONTON, A0 300,000300.0k $3.0m $3.0m 0.02% Unchanged
21 Shaolin Capital Management LLC 0.17% of their portfolio Miami, FL 291,262291.3k $2.9m $2.9m 0.17% Reduced -108.7k -108,738
22 Lineage Point Capital LP 0.60% of their portfolio PALM BEACH, FL 290,000290.0k $2.9m $2.9m 0.60% Unchanged
23 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 279,370279.4k $2.8m $2.8m 0.00% Unchanged
24 Periscope Capital Inc. 0.44% of their portfolio Toronto, A6 275,000275.0k $2.8m $2.8m 0.44% Unchanged
25 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 271,875271.9k $2.7m $2.7m 0.00% Unchanged
26 SONA ASSET MANAGEMENT (US) LLC 0.10% of their portfolio NEW YORK, NY 268,100268.1k $2.7m $2.7m 0.10% Unchanged
27 Parallax Volatility Advisers, L.P. 0.10% of their portfolio San Francisco, CA 260,000260.0k $2.6m $2.6m 0.10% Reduced -229.9k -229,904
28 Wealthspring Capital LLC 0.51% of their portfolio WEST HARRISON, NY 226,800226.8k $2.3m $2.3m 0.51% Unchanged
29 StoneX Group Inc. 0.09% of their portfolio NEW YORK, NY 219,995220.0k $2.2m $2.2m 0.09% New
30 Context Capital Management, LLC 0.04% of their portfolio LAJOLLA, CA 200,000200.0k $2.0m $2.0m 0.04% Unchanged
31 Karpus Management, Inc. 0.05% of their portfolio Pittsford, NY 165,736165.7k $1.7m $1.7m 0.05% Reduced -11.3k -11,350
32 MOORE CAPITAL MANAGEMENT, LP 0.03% of their portfolio NEW YORK, NY 150,000150.0k $1.5m $1.5m 0.03% Unchanged
33 DLD Asset Management, LP 0.12% of their portfolio NEW YORK, NY 150,000150.0k $1.5m $1.5m 0.12% New
34 BERKLEY W R CORP 0.07% of their portfolio Greenwich, CT 149,040149.0k $1.5m $1.5m 0.07% Unchanged
35 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 143,691143.7k $1.4m $1.4m 0.00% Reduced -60.8k -60,844
36 Logan Stone Capital, LLC 0.28% of their portfolio CHICAGO, IL 130,797130.8k $1.3m $1.3m 0.28% Added +25.2k +25,204
37 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 125,000125.0k $1.3m $1.3m 0.00% Unchanged
38 HEIGHTS CAPITAL MANAGEMENT, INC 0.23% of their portfolio SAN FRANCISCO, CA 100,000100.0k $1.0m $1.0m 0.23% Unchanged
39 WHITEBOX ADVISORS LLC 0.02% of their portfolio MINNEAPOLIS, MN 100,000100.0k $1.0m $1.0m 0.02% Unchanged
40 BlueCrest Capital Management Ltd 0.04% of their portfolio ST HELIER, Y9 100,000100.0k $1.0m $1.0m 0.04% Unchanged
41 Brevan Howard Capital Management LP 0.01% of their portfolio ST. HELIER, Y9 99,998100.0k $1.0m $1.0m 0.01% Unchanged
42 MMCAP International Inc. SPC 0.06% of their portfolio GRAND CAYMAN, E9 75,00075.0k $753.0k $753.0k 0.06% Unchanged
43 Mint Tower Capital Management B.V. 0.09% of their portfolio AMSTERDAM, P7 75,00075.0k $753.0k $753.0k 0.09% Unchanged
44 Governors Lane LP 0.05% of their portfolio NEW YORK, NY 50,00050.0k $502.0k $502.0k 0.05% Unchanged
45 GRITSTONE ASSET MANAGEMENT LLC 0.48% of their portfolio Bethesda, MD 50,00050.0k $502.0k $502.0k 0.48% Unchanged
46 Kepos Capital LP 0.68% of their portfolio NEW YORK, NY 50,00050.0k $502.0k $502.0k 0.68% Unchanged
47 ABC ARBITRAGE SA 0.04% of their portfolio PARIS, I0 35,00035.0k $351.4k $351.4k 0.04% Reduced -5.0k -5,000
48 Virtu Financial LLC 0.01% of their portfolio New York, NY 27,42327.4k $275.0k $275.0k 0.01% Added +6.2k +6,205
49 Alyeska Investment Group, L.P. 0.00% of their portfolio CHICAGO, IL 25,00025.0k $253.5k $253.5k 0.00% New
50 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 25,00025.0k $251.0k $251.0k 0.00% Reduced -50.0k -50,000
51 Warberg Asset Management LLC 0.07% of their portfolio WINNETKA, IL 24,90024.9k $250.0k $250.0k 0.07% Unchanged
52 Evercore Wealth Management, LLC 0.00% of their portfolio New York, NY 23,20023.2k $232.9k $232.9k 0.00% Unchanged
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,2975.3k $53.2k $53.2k 0.00% New
54 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,1002.1k $21.1k $21.1k 0.00% New
55 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 788788 $7.9k $7.9k 0.00% Added +735 +735