Position in LULU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$14,864,938
+$1,925,441 QoQ
Shares Held
97,093
+55.9% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 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 Mar 31, 2026CallValue
$20,668,500
CallShares
135,000
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.
All Filings in LULU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,864,938 | 97,093 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $20,668,500 | 135,000 | Call | Sole | 2026-05-11 | |
| 2025-12-31 | $12,939,497 | 62,266 | Shares | Sole | 2026-02-09 | |
| 2024-09-30 | $469,435 | 1,730 | Shares | Sole | 2024-11-12 | |
| 2022-12-31 | $1,346,236 | 4,202 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $10,482,399 | 38,452 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,486,484 | 20,498 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $11,622,541 | 29,691 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $3,351,420 | 10,927 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $11,033,247 | 31,702 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,386,318 | 4,209 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,708,878 | 5,477 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||