Position in LULU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$556,855
-$181,699 QoQ
Shares Held
4,877
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#419
of 847 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Jun 30, 2025CallValue
$23,758
CallShares
100
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, 2026Sequoia Financial Advisors, LLC holds $49,207,453 across 10 Apparel Retail names. LULU ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
241,412 | $36,573,918 | |
| 2 | ROST |
Ross Stores, Inc.
|
16,361 | $3,482,438 | |
| 3 | GAP |
Gap Inc
|
172,326 | $3,219,049 | |
| 4 | URBN |
Urban Outfitters Inc
|
40,549 | $2,873,302 | |
| 5 | BURL |
Burlington Stores, Inc.
|
4,064 | $1,287,475 | |
| 6 | LULU |
lululemon athletica inc.
This page
|
4,877 | $556,855 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
5,398 | $485,873 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
4,853 | $405,128 |
All Filings in LULU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,855 | 4,877 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $738,554 | 4,824 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $902,518 | 4,343 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $313,512 | 1,762 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $545,008 | 2,294 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $23,758 | 100 | Call | Sole | 2025-07-25 | |
| 2025-03-31 | $675,947 | 2,388 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $894,839 | 2,340 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $631,160 | 2,326 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $723,451 | 2,422 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $879,743 | 2,252 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,385,595 | 2,710 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $734,587 | 1,905 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $758,135 | 2,003 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $689,775 | 1,894 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $599,110 | 1,870 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $273,130 | 977 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $268,248 | 984 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $387,143 | 1,060 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $394,973 | 1,009 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $292,705 | 802 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $201,508 | 657 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $232,832 | 669 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $220,677 | 670 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $209,358 | 671 | Shares | Sole | 2020-08-25 | |
| No filing history on record for this holder in this stock. | ||||||