Position in LULU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,086,536
+$903,123 QoQ
Shares Held
9,516
+694.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 847 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Jun 30, 2026CallValue
$45,672
CallShares
400
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, 2026Arax Advisory Partners holds $23,015,094 across 23 Apparel Retail names. LULU ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
84,336 | $12,776,904 | |
| 2 | ROST |
Ross Stores, Inc.
|
14,269 | $3,037,156 | |
| 3 | BURL |
Burlington Stores, Inc.
|
5,896 | $1,867,852 | |
| 4 | AEO |
American Eagle Outfitters Inc
|
72,440 | $1,245,968 | |
| 5 | GAP |
Gap Inc
|
58,810 | $1,098,570 | |
| 6 | LULU |
lululemon athletica inc.
This page
|
9,516 | $1,086,536 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
8,223 | $740,152 | |
| 8 | CRI |
Carters Inc
|
8,368 | $344,426 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,672 | 400 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $1,086,536 | 9,516 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $183,413 | 1,198 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $169,780 | 817 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $158,535 | 891 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $69,373 | 292 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $136,717 | 483 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $173,231 | 453 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $32,290 | 119 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $17,324 | 58 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,171 | 3 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $511 | 1 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $385 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $378 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,185 | 6 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $73,046 | 228 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $82,190 | 294 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $76,058 | 279 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $106,647 | 292 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $120,175 | 307 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $126,671 | 313 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $114,235 | 313 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $87,703 | 252 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $77,401 | 235 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $124,491 | 399 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $59,518 | 314 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||