Sector: consumershopping
Conviction from: NASDAQS&P
52-week range: 95.35225.98
Lululemon Athletica designs, distributes, and retails athletic and athleisure apparel, footwear, and accessories for yoga, running, training, and casual wear.
5 tracked filer(s) hold this · 0 opened, 1 added, 4 trimmed in 30-JUN-2026
Aggregate 13FScore 60 — mean of 5 scored holder(s) · buyers (new/add) avg 56. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 56 | Added +421% | 28,890 | $3,298,660 | 0.0% |
| François Rochon / Giverny | 67 | Trimmed -10% | 128,803 | $14,706,727 | 0.5% |
| Steve Cohen / Point72 | 76 | Trimmed -32% | 736,900 | $84,139,242 | 0.1% |
| Ancora | 40 | Trimmed -61% | 326 | $37,223 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -3% | 309,187 | $35,302,972 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| 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 |
3 disclosed trade(s) by 3 filer(s).
16 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-08-22 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-08-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-08-22 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-08-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 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 |
Watching · 5 mention(s), 0 personal-position post(s) · first 2025-10-18 · last 2026-09-13
“Tech people in real life: I have shares in “ $TSLA, $GOOGL, $SPCX. “
People on my X feed/comments:
- Leveraged Micron, Sk Hynix calls all the way from $1M to $28M down to $4M
- calls on short dated tanker freight futures because $AXTI 3000% 1Y returns wasn’t enough.
- Long $PLTR short $LULU because inverse Burry indicators
- Long Swedish high beta CW laser suppliers for CPO because it reminds…” post →
All 5 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-09-13T13:23:10 | Tech people in real life: I have shares in “ $TSLA, $GOOGL, $SPCX. “
People on my X feed/comments:
- Leveraged Micron, Sk Hynix calls all the way from $1M to $28M down to $4M
- calls on short dated tanker freight futures because $AXTI 3000% 1Y returns wasn’t enough.
- Long $PLTR short $LULU beca… → · 1688 likes · 552,973 views |
| 2026-08-08T18:27:18 | Today I'm writing a weekend guide on how to do DD when shorting $NBIS:
First, you look at hyperscaler earnings for AI cloud read through:
> $GOOGL: reports record AI cloud demand + backlog + margin increases from earnings
> $AMZN: reports record AI Cloud demand + backlog + margin increases from … → · 2734 likes · 626,569 views |
| 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 |
| Report | Date | Stance |
|---|
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | SHORT |