Position in LULU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$486,178
-$40,639 QoQ
Shares Held
4,258
+23.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#448
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Jun 30, 2026CallValue
$11,418
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, 2026Lido Advisors, LLC holds $34,371,339 across 7 Apparel Retail names. LULU ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
190,066 | $28,794,998 | |
| 2 | ROST |
Ross Stores, Inc.
|
16,253 | $3,459,449 | |
| 3 | URBN |
Urban Outfitters Inc
|
7,578 | $536,975 | |
| 4 | VSXY |
Victoria's Secret & Co.
|
6,251 | $521,833 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
4,258 | $486,178 | |
| 6 | BURL |
Burlington Stores, Inc.
|
1,056 | $334,540 | |
| 7 | GAP |
Gap Inc
|
12,707 | $237,366 |
All Filings in LULU
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,178 | 4,258 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $11,418 | 100 | Call | Sole | 2026-08-07 | |
| 2026-03-31 | $526,817 | 3,441 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $15,310 | 100 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $1,378,403 | 6,633 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,196,579 | 6,725 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $799,455 | 3,365 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,051,001 | 3,713 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $668,451 | 1,748 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $465,636 | 1,716 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $566,633 | 1,897 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,276,963 | 16,068 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,211,828 | 16,061 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,037,676 | 2,691 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $968,960 | 2,560 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $652,263 | 1,791 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $541,121 | 1,689 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $160,190 | 500 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $681,846 | 2,439 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $790,569 | 2,900 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $907,961 | 2,486 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,359,505 | 3,473 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $885,888 | 2,189 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $255,479 | 700 | Call | Sole | 2021-08-12 | |
| 2021-06-30 | $748,918 | 2,052 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $782,417 | 2,551 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $609,052 | 1,750 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $854,385 | 2,594 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $662,085 | 2,122 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,338,667 | 12,338 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||