Position in LULU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,863,599
-$2,924,034 QoQ
Shares Held
51,354
-10.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#144
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Mar 31, 2021CallValue
$544,065
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 Jun 30, 2026Creative Planning holds $182,433,919 across 19 Apparel Retail names. LULU ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
550,539 | $83,406,658 | |
| 2 | ROST |
Ross Stores, Inc.
|
177,406 | $37,760,866 | |
| 3 | BURL |
Burlington Stores, Inc.
|
26,238 | $8,312,198 | |
| 4 | URBN |
Urban Outfitters Inc
|
113,453 | $8,039,278 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
80,411 | $7,237,793 | |
| 6 | LULU |
lululemon athletica inc.
This page
|
51,354 | $5,863,599 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
288,680 | $4,965,295 | |
| 8 | BOOT |
Boot Barn Holdings, Inc.
|
29,772 | $4,890,646 |
All Filings in LULU
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,863,599 | 51,354 | Shares | Defined | 2026-08-13 | |
| 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 | $544,065 | 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 | $441,814 | 2,000 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $3,311,986 | 10,615 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $2,000 | 100 | Put | Sole | 2020-07-23 | |
| 2020-03-31 | $2,179,825 | 11,500 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $92,865 | 1,400 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||