Position in LULU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,103,080
-$650,882 QoQ
Shares Held
18,419
+2.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Sep 30, 2020CallValue
$90,576
CallShares
275
PutValue
$0
PutShares
0
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 Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $804,479,404 across 13 Apparel Retail names. LULU ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
4,179,892 | $633,253,637 | |
| 2 | ROST |
Ross Stores, Inc.
|
329,577 | $70,150,464 | |
| 3 | BURL |
Burlington Stores, Inc.
|
144,106 | $45,652,780 | |
| 4 | VSXY |
Victoria's Secret & Co.
|
420,358 | $35,091,485 | |
| 5 | CAL |
Caleres Inc
|
1,268,543 | $15,691,876 | |
| 6 | LULU |
lululemon athletica inc.
This page
|
18,419 | $2,103,080 | |
| 7 | GAP |
Gap Inc
|
35,120 | $656,040 | |
| 8 | ANF |
Abercrombie & Fitch Co /De/
|
6,740 | $606,666 |
All Filings in LULU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,103,080 | 18,419 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,753,962 | 17,988 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,556,478 | 12,302 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,785,316 | 15,654 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,115,122 | 17,321 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $6,419,517 | 22,679 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,889,878 | 15,402 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,647,561 | 9,757 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,940,701 | 9,845 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $31,880,945 | 81,610 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $5,376,725 | 10,516 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $4,028,081 | 10,446 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,428,831 | 9,059 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $14,464,169 | 39,716 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,102,768 | 34,655 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,764,751 | 34,929 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $9,143,339 | 33,540 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $12,666,905 | 34,682 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $22,918,614 | 58,548 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,604,285 | 13,848 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,660,666 | 12,770 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,722,720 | 15,398 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $18,394,080 | 52,852 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $17,852,511 | 54,202 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $90,576 | 275 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $4,702,613 | 15,072 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,436,541 | 18,130 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||