Position in LULU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$499,537
-$51,163 QoQ
Shares Held
4,375
+21.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#440
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026MAI Capital Management holds $56,143,797 across 6 Apparel Retail names. LULU ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
276,176 | $41,840,663 | |
| 2 | ROST |
Ross Stores, Inc.
|
55,732 | $11,862,555 | |
| 3 | BURL |
Burlington Stores, Inc.
|
3,730 | $1,181,664 | |
| 4 | GAP |
Gap Inc
|
36,724 | $686,003 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
4,375 | $499,537 | |
| 6 | SFIX |
Stitch Fix, Inc.
|
17,853 | $73,375 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,537 | 4,375 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $550,700 | 3,597 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $353,069 | 1,699 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $338,600 | 1,903 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $527,902 | 2,222 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $728,030 | 2,572 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,028,300 | 2,689 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $777,417 | 2,865 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,059,488 | 3,547 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,672,372 | 4,281 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,942,390 | 3,799 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $959,397 | 2,488 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $935,273 | 2,471 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $849,655 | 2,333 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $802,872 | 2,506 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $592,667 | 2,120 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,232,742 | 4,522 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,670,562 | 4,574 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,758,393 | 4,492 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,681,933 | 4,156 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,103,669 | 3,024 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $949,574 | 3,096 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,020,075 | 2,931 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $981,193 | 2,979 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,456,774 | 4,669 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $597,272 | 3,151 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||