Atreides Management’s RH RH Stock Holding History

Atreides Management’s Portfolio RH Stock Details RH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-250,000	Closed	-$83.6M	–	54
2024 Q3	$83.6M	Buy	+250,000	New	+$68.8M	2.13%	17
2024 Q2	–	Sell	-165,900	Closed	-$57.8M	–	48
2024 Q1	$57.8M	Sell	165,900 -34,100	-17%	-$9.29M	1.31%	23
2023 Q4	$58.3M	Buy	+200,000	New	+$51.6M	1.91%	22

Other funds holding RH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Atreides Management's RH Position: Q2 2025 in Review

Atreides Management sold out of RH (RH) in Q2 2025, closing a stake of 473,321 shares — an estimated $111M sold.

Atreides Management first reported a position in RH in Q1 2023 and held it in 9 quarters. The position peaked at $348M in Q2 2023. 417 funds tracked by Wall St. Rank hold RH as of Q2 2025.

Atreides Management reported no remaining RH position as of Q2 2025 after selling out during the quarter.
Atreides Management sold 473,321 RH shares in Q2 2025, an estimated $111M.
Atreides Management first reported a position in RH in Q1 2023 and held it in 9 quarters.
Atreides Management's RH position peaked at $348M in Q2 2023.
417 funds tracked by Wall St. Rank held RH as of Q2 2025.

Based on Atreides Management's 13F filing for Q2 2025, filed 14 Aug 2025.