Position in LULU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,787,633
-$1,603,490 QoQ
Shares Held
57,398
+14.8% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.6934039513571901.ToString("F0")%
Shared 0.ToString("F0")%
None 99.30659604864282.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Mar 31, 2021CallValue
$1,840,260
CallShares
6,000
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.
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $172,785,937 across 18 Apparel Retail names. LULU ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
552,283 | $88,199,594 | |
| 2 | ROST |
Ross Stores, Inc.
|
147,282 | $31,905,699 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
57,398 | $8,787,633 | |
| 4 | BURL |
Burlington Stores, Inc.
|
23,567 | $7,668,230 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
69,437 | $6,344,458 | |
| 6 | GAP |
Gap Inc
|
206,625 | $5,000,325 | |
| 7 | URBN |
Urban Outfitters Inc
|
73,039 | $4,627,020 | |
| 8 | BKE |
Buckle Inc
|
87,799 | $4,421,557 |
All Filings in LULU
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,787,633 | 57,398 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,391,123 | 50,003 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,055,135 | 34,031 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,069,532 | 12,920 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $7,497,410 | 26,487 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,278,026 | 19,032 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,176,075 | 15,390 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $9,816,172 | 32,863 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,778,885 | 14,793 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,490,992 | 16,607 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,367,418 | 11,326 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,765,317 | 9,948 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,785,390 | 10,394 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,291,584 | 10,274 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,854,307 | 10,210 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,879,579 | 10,563 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,251,277 | 11,640 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,226,722 | 8,243 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,218,174 | 7,952 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,740,194 | 7,508 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,840,260 | 6,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $2,997,783 | 9,774 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $556,848 | 1,600 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $2,811,038 | 8,077 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,664,241 | 11,125 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $461,118 | 1,400 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $624,020 | 2,000 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $3,311,986 | 10,615 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $31,201 | 100 | Put | Sole | 2020-07-23 | |
| 2020-03-31 | $2,179,825 | 11,500 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $265,370 | 1,400 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||