TWO SIGMA INVESTMENTS, LP

Position in LULU — lululemon athletica inc.

CIK 1179392 NEW YORK, NY

Back to LULU Full portfolio

Position in LULU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$12,637,180

+$4,520,538 QoQ

Shares Held

82,542

+111.3% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in LULU Over Time

Shares Held

Position Value (USD)

Derivatives in LULU

reported options exposure · as of Mar 31, 2026

CallValue

$14,743,530

CallShares

96,300

PutValue

$17,300,300

PutShares

113,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Apparel Retail

Consumer Cyclical · as of Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $1,617,579,100 across 22 Apparel Retail names. LULU ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	5,243,268	$837,349,899
2	ROST	Ross Stores, Inc.	2,812,290	$609,226,382
3	GAP	Gap Inc	3,994,431	$96,665,230
4	BKE	Buckle Inc	627,249	$31,588,259
5	LULU	lululemon athletica inc. This page	82,542	$12,637,180
6	AEO	American Eagle Outfitters Inc	680,637	$11,366,637
7	CRI	Carters Inc	120,201	$4,298,387
8	ANF	Abercrombie & Fitch Co /De/	38,825	$3,547,440

All Filings in LULU

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41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,300,300	113,000	+36.9%	Put	Sole	2026-05-15
2026-03-31	$12,637,180	82,542	-14.3%	Shares	Sole	2026-05-15
2026-03-31	$14,743,530	96,300	+22.5%	Call	Sole	2026-05-15
2025-12-31	$16,333,866	78,600	+101.2%	Call	Sole	2026-02-17
2025-12-31	$8,116,642	39,058	-55.2%	Shares	Sole	2026-02-17
2025-12-31	$18,121,032	87,200	-7.5%	Put	Sole	2026-02-17
2025-09-30	$16,764,920	94,222	+692.3%	Shares	Sole	2025-11-14
2025-06-30	$2,825,301	11,892	-2.8%	Shares	Sole	2025-08-14
2025-03-31	$3,464,654	12,240	+7.3%	Shares	Sole	2025-05-15
2024-12-31	$4,361,768	11,406	-94.9%	Shares	Sole	2025-02-14
2024-09-30	$61,025,800	224,897	-29.8%	Shares	Sole	2024-11-14
2024-06-30	$95,632,688	320,163	+7703.1%	Shares	Sole	2024-08-14
2024-03-31	$1,602,836	4,103	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$2,096,289	4,100	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,581,001	4,100	-13.6%	Shares	Sole	2023-11-14
2023-06-30	$1,795,982	4,745	-98.8%	Shares	Sole	2023-08-14
2023-03-31	$146,556,611	402,418	+800.2%	Shares	Sole	2023-05-15
2022-09-30	$12,496,891	44,702	+233.9%	Shares	Sole	2022-11-14
2022-06-30	$3,649,975	13,389	-16.4%	Shares	Sole	2022-08-15
2022-03-31	$5,846,967	16,009	+332.7%	Shares	Sole	2022-05-16
2021-12-31	$1,448,365	3,700	+54.2%	Put	Sole	2022-02-14
2021-12-31	$939,480	2,400	-80.0%	Call	Sole	2022-02-14
2021-09-30	$4,856,400	12,000	-7.7%	Call	Sole	2021-11-15
2021-09-30	$5,261,100	13,000	+156.0%	Put	Sole	2021-11-15
2021-09-30	$2,055,066	5,078	-49.2%	Shares	Sole	2021-11-15
2021-06-30	$3,649,700	10,000	-94.0%	Put	Sole	2021-08-16
2021-06-30	$60,600,348	166,042	+2272.0%	Shares	Sole	2021-08-16
2021-06-30	$2,554,790	7,000	-88.2%	Call	Sole	2021-08-16
2021-03-31	$18,218,574	59,400	-50.4%	Call	Sole	2021-05-17
2021-03-31	$36,726,068	119,742	+90.1%	Shares	Sole	2021-05-17
2021-03-31	$19,322,730	63,000	+197.2%	Put	Sole	2021-05-17
2020-12-31	$7,378,236	21,200	+45.2%	Put	Sole	2021-02-16
2020-12-31	$5,081,238	14,600	-56.9%	Call	Sole	2021-02-16
2020-09-30	$11,165,643	33,900	+8.7%	Put	Sole	2020-11-16
2020-09-30	$10,276,344	31,200	+1268.4%	Call	Sole	2020-11-16
2020-06-30	$711,382	2,280	-62.6%	Shares	Sole	2020-08-14
2020-06-30	$1,903,261	6,100	-29.1%	Call	Sole	2020-08-14
2020-06-30	$2,683,286	8,600	-77.2%	Put	Sole	2020-08-14
2020-03-31	$7,164,990	37,800	-25.1%	Call	Sole	2020-05-15
2020-03-31	$9,560,143	50,436	+123.2%	Shares	Sole	2020-05-15
2020-03-31	$4,283,830	22,600	—	Put	Sole	2020-05-15
No filing history on record for this holder in this stock.