Lululemon Athletica designs, distributes, and retails athletic and athleisure apparel, footwear, and accessories for yoga, running, training, and casual wear.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Bridgewater | 55 | Added +97% | 5,548 | $849,399 | 0.0% |
| François Rochon / Giverny | 68 | Trimmed -1% | 142,600 | $21,832,060 | 0.8% |
| George Soros / Soros Fund Mgmt | 31 | Trimmed -66% | 2,450 | $375,095 | 0.0% |
| Filed | Form | Activist | % of class | Conviction | |
|---|---|---|---|---|---|
| 2026-05-08 | SCHEDULE 13D/A | Wilson Dennis J. | 8.6% | Med | filing |
| 2026-05-01 | SCHEDULE 13D/A | Wilson Dennis J. | 8.6% | Med | filing |
| 2026-04-14 | SCHEDULE 13D/A | Wilson Dennis J. | 8.6% | Med | filing |
| 2026-03-30 | SCHEDULE 13D/A | Wilson Dennis J. | 8.6% | Med | filing |
| 2026-03-19 | SCHEDULE 13D/A | Wilson Dennis J. | 8.4% | Med | filing |
| 2026-03-16 | SCHEDULE 13D/A | Wilson Dennis J. | 8.4% | Med | filing |
| 2026-03-09 | SCHEDULE 13D/A | Wilson Dennis J. | 8.4% | Med | filing |
| 2026-02-27 | SCHEDULE 13D/A | Wilson Dennis J. | 8.4% | Med | filing |
| Filed | Insider | Role | Shares | Value | |
|---|---|---|---|---|---|
| 2026-04-03 | MAESTRINI ANDRE | officer | 3,275 | $494,590 | Form 4 |
| 2026-03-23 | Bergh Charles V | director | 6,090 | $999,978 | Form 4 |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-03-13 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2025-12-11 | Dan Newhouse WA04 | BUY | $1,001 - $15,000 | PTR |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
“Just a thought… Maybe don’t hire a $NKE “veteran” to lead the $LULU brand revival? It’s the equivalent of PayPal hiring the former HP CEO. I’m just speechless. https://t.co/GAE7pnx8qJ” post →
| Date | Tweet |
|---|---|
| 2026-04-23 | @woofystocks Sydney Sweeney as the CEO would have sent $LULU up 300% → · 179 likes · 8,989 views |
| 2026-04-23 | Just a thought… Maybe don’t hire a $NKE “veteran” to lead the $LULU brand revival? It’s the equivalent of PayPal hiring the former HP CEO. I’m just speechless. https://t.co/GAE7pnx8qJ → · 716 likes · 113,113 views |
| 2025-10-18 | Weekend Reflections ☁️ I just wanted to post every position I'm down on this year + lessons learned. ___ 1. $ETOR - ($62 → $38.6, DCA $48, -19.58%) 2. $VIRT - (~$38 → $33, -45%) 3. $SNAP - ($8.2 → $7.69, -6.2%) (new) 4. $SG - ($8.2 → $7.32, -10.73%) 5. $GRRR - ($20.5 → $16.99, -17.12%) 6. $FL… → · 80 likes · 38,240 views |
| 2025-09-27 | @DeepIceValue lol I saw NVO and UNH and then looked at your profile and realized it was more so value investing. If I had to choose, would be $NBIS or $TSM 1-2 years. Then $RKLB for a 3 year timeframe. Value investing basket would be: $TGT, $UPWK, $PYPL, $LULU, $UNH, $NVO → · 21 likes · 2,768 views |
| 2025-09-25 | @_MAGA_Patriot Yeah $LULU was undervalued and benefits from end of year seasonality. Weightings change all the time, if it goes up 20% I'd sell it for something else. → · 2 likes · 1,023 views |
| 2025-09-24 | @taleino93 @SimionAdvisory I do value investing too lol, not just breakouts or swing trading! If I had to pick another three right now, $TGT, $UNH, and $LULU look decent. → · 2 likes · 1,816 views |
| 2025-09-22 | @AndyA143597 For $GAP, I do like it and I like Banana Republic personally. It's a stock that benefits from seasonality around this time too. $UPWK, $TGT, $UNH, $LULU were value investing port holders but I'll need to look more to see if there's any material impact from macro/tarrifs. → · 2 likes · 1,037 views |
| Report | Date | Stance |
|---|---|---|
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | SHORT |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.