Which hedge funds own LULU? LULULEMON ATHLETICA INC, Q2 2026 13F holders
61 tracked hedge funds disclosed a position in LULU (LULULEMON ATHLETICA INC) in their Q2 2026 13F filings, worth $673.4m in total. The largest holder by portfolio weight is VR Advisory Services Ltd at 3.1% of its book. 20 opened a new position this quarter: Tenzing Global Management, LLC, Kerrisdale Advisers, LLC, Occudo Quantitative Strategies LP, Quantitative Investment Management, LLC. 26 exited: Intercapital, LLC, Tyro Capital Management LLC, AYAL Capital Advisors Ltd.
- 61
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 20
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 26
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $136m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $335m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $673m
- Combined value Sum of the holders' reported positions in the security.
- 4.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Intercapital, LLC | 7.4% | $13.3m |
| Tyro Capital Management LLC | 2.4% | $9.6m |
| AYAL Capital Advisors Ltd | 2.0% | $3.8m |
| Waratah Capital Advisors Ltd. | 1.3% | $14.9m |
| Woodson Capital Management, LP | 1.2% | $7.7m |
| CenterStar Asset Management, LLC | 1.1% | $1.2m |
| Viking Global Investors LP | 0.4% | $150m |
| Oak Thistle LLC | 0.4% | $3.8m |
| Laurion Capital Management LP | 0.4% | $3.7m |
| iSAM Funds (UK) Ltd | 0.2% | $380k |
| Delta Global Management LP | 0.2% | $2.1m |
| Point72 Asset Management, L.P. | 0.2% | $91.7m |
| Lighthouse Investment Partners, LLC | 0.1% | $3.4m |
| 111 Capital | 0.08% | $328k |
| Numerai GP LLC | 0.07% | $715k |
| Gladstone Capital Management LLP | 0.07% | $686k |
| Stevens Capital Management LP | 0.06% | $375k |
| Patton Fund Management, Inc. | 0.05% | $270k |
| SummitTX Capital, L.P. | 0.04% | $1.3m |
| Twinbeech Capital LP | 0.04% | $344k |
| Jain Global LLC | 0.02% | $1.9m |
| Graham Capital Management, L.P. | 0.02% | $575k |
| Qube Research & Technologies Ltd | 0.02% | $10.9m |
| Boothbay Fund Management, LLC | 0.01% | $635k |
| Arrowstreet Capital, Limited Partnership | 0.01% | $11.0m |
| Soros Fund Management | 0.01% | $375k |
Ownership over time
Who discovered LULU first? Beta
The run: Q3 2017 → Q4 2023, +721%
| Crystal Rock Capital Management high conviction | Q2 2017 | 2.1% | +6.3 pts |
| Shellback Capital, LP | Q4 2016 | 2.8% | +3.5 pts |
| Potrero Capital Research LLC | Q1 2017 | 4.5% | +2.3 pts |
| 1060 Capital, LLC high conviction | Q1 2017 | 3.3% | +1.8 pts |
| Twin Tree Management, LP | Q1 2017 | 0.3% | +0.5 pts |
| Lodge Hill Capital, LLC high conviction | Q2 2017 | 5.8% | +0.2 pts |
| Interval Partners, LP high conviction | Q4 2016 | 2.9% | −0.2 pts |
| Intrinsic Edge Capital Management LLC | Q4 2017 | 0.2% | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.