InvestorLens

LULU — LULULEMON ATHLETICA INC

Consumer Discretionary · Apparel

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying LULU?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong accumulation · 3 buying vs 0 selling last quarter
77
Macro Tailwind
Macro conditions are a headwind for Consumer Discretionary
42
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their LULU position last quarter, 3 bought and 0 sold (100% buy-side). Macro conditions are a headwind for Consumer Discretionary (Macro Tailwind 42/100 in a Squeeze regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Andreas Halvorsen, George Soros, Ray Dalio)
  • +8 tracked investors reported holding LULU at their latest filing
Contradicting evidence — always shown
  • −Current Squeeze regime has historically been a headwind for Consumer Discretionary (Macro Tailwind 42/100)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About LULULEMON ATHLETICA INC (LULU)

LULULEMON ATHLETICA INC (LULU) appears in the most recent 13F filings of 8 tracked institutional investors. LULULEMON ATHLETICA INC is classified in the Consumer Discretionary sector (Apparel industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $648M. Across recent filings, tracked investors recorded 5 new positions, 1 increased, 2 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in LULU

75
/100
Institutional Accumulation
Added / Increased6
Reduced2
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track LULU

53
/100
Moderate Interest
8investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

LULU Ownership Composition

How LULULEMON ATHLETICA INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
84% of tracked value
Institutions
8
tracked investors
Total Reported
$1.1B
combined 13F value
Sectors2
  • Other83.5%
  • Hedge Funds16.5%
Other(5)
83.5%
Hedge Funds(3)
16.5%

Tracked investors reporting LULU

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    4.2M
    Value
    $648.3M
    % Portfolio
    0.10%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    1.1M
    Value
    $165.1M
    % Portfolio
    0.21%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    533.4K
    Value
    $81.7M
    % Portfolio
    0.03%
  • Andreas HalvorsenMar 31, 2026
    Viking Global Investors
    Shares
    980.6K
    Value
    $150.1M
    % Portfolio
    0.42%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    320K
    Value
    $49M
    % Portfolio
    0.09%
  • Michael BurrySep 30, 2025
    Scion Asset Management
    Shares
    100K
    Value
    $17.8M
    % Portfolio
    1.29%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    2.5K
    Value
    $375.1K
    % Portfolio
    0.00%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    5.5K
    Value
    $849.4K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold LULU?
8 tracked institutional investors disclosed a position in LULU (LULULEMON ATHLETICA INC) in their most recent 13F filing.
Who is the largest institutional holder of LULU?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in LULU, valued at $648M.
Did institutional ownership of LULU increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 1 increased, 2 reduced, and 0 fully exited LULU.
What sector is LULU in?
LULULEMON ATHLETICA INC is classified in the Consumer Discretionary GICS sector, Apparel industry.
Where does this LULU ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.