EVERGREEN CAPITAL MANAGEMENT LLC
Position in LULU — lululemon athletica inc.
CIK 1260824
Bellevue, WA
Position in LULU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,529,520
-$1,922,113 QoQ
Shares Held
39,670
-5.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#171
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 1%
None 3%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,956,511 across 11 Apparel Retail names. LULU ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LULU |
lululemon athletica inc.
This page
|
39,670 | $4,529,520 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
27,066 | $4,100,498 | |
| 3 | ROST |
Ross Stores, Inc.
|
6,743 | $1,435,246 | |
| 4 | URBN |
Urban Outfitters Inc
|
12,018 | $851,595 | |
| 5 | BOOT |
Boot Barn Holdings, Inc.
|
4,234 | $695,519 | |
| 6 | BURL |
Burlington Stores, Inc.
|
1,982 | $627,897 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
5,274 | $474,712 | |
| 8 | BKE |
Buckle Inc
|
8,728 | $368,321 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,529,520 | 39,670 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $6,451,633 | 42,140 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $8,088,795 | 38,924 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $7,526,082 | 42,298 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $6,569,324 | 27,651 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,937,284 | 28,041 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,179,372 | 29,234 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,729,132 | 28,484 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,195,431 | 27,437 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,511,481 | 21,788 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,296,095 | 26,005 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $10,865,331 | 28,177 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,856,515 | 28,683 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $11,186,459 | 30,716 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,914,799 | 30,947 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $8,508,687 | 30,436 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,417,923 | 30,879 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $11,059,894 | 30,282 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,436,448 | 26,661 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $10,392,291 | 25,679 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,845,412 | 24,236 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,664,376 | 24,989 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,100,856 | 20,403 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,150,984 | 18,675 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,395,900 | 17,294 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,776,973 | 19,926 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||