Valeo Financial Advisors, LLC

Position in LULU — lululemon athletica inc.

CIK 1722641 CARMEL, IN

Back to LULU Full portfolio

Position in LULU

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$379,420

-$363,574 QoQ

Shares Held

3,323

-31.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#487

of 847 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LULU Over Time

Shares Held

Position Value (USD)

Derivatives in LULU

reported options exposure · as of Jun 30, 2025

CallValue

$23,758

CallShares

100

PutValue

PutShares

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, 2026

Valeo Financial Advisors, LLC holds $4,278,131 across 4 Apparel Retail names. LULU ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	19,346	$2,930,919
2	ANF	Abercrombie & Fitch Co /De/	7,685	$691,726
3	LULU	lululemon athletica inc. This page	3,323	$379,420
4	ROST	Ross Stores, Inc.	1,297	$276,066

All Filings in LULU

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$379,420	3,323	-31.5%	Shares	Sole	2026-07-08
2026-03-31	$742,994	4,853	+42.9%	Shares	Sole	2026-05-08
2025-12-31	$705,722	3,396	+5.5%	Shares	Sole	2026-02-04
2025-09-30	$572,756	3,219	-19.6%	Shares	Sole	2025-11-03
2025-06-30	$950,795	4,002	-7.9%	Shares	Sole	2025-09-12
2025-06-30	$23,758	100	—	Call	Sole	2025-09-12
2025-03-31	$1,229,895	4,345	+3.8%	Shares	Sole	2025-04-30
2024-12-31	$1,601,150	4,187	+8.5%	Shares	Sole	2025-01-30
2024-09-30	$1,046,868	3,858	-0.6%	Shares	Sole	2024-10-10
2024-06-30	$1,159,254	3,881	+13.6%	Shares	Sole	2024-07-10
2024-03-31	$1,334,851	3,417	+98.1%	Shares	Sole	2024-04-25
2023-12-31	$881,975	1,725	+26.7%	Shares	Sole	2024-01-29
2023-09-30	$525,200	1,362	+37.3%	Shares	Sole	2023-10-20
2023-06-30	$375,472	992	-63.4%	Shares	Sole	2023-07-14
2023-03-31	$988,411	2,714	+184.8%	Shares	Sole	2023-04-17
2022-12-31	$305,322	953	+23.8%	Shares	Sole	2023-02-09
2022-09-30	$215,261	770	-20.9%	Shares	Sole	2022-10-31
2022-06-30	$265,522	974	-61.7%	Shares	Sole	2022-08-03
2022-03-31	$927,684	2,540	+124.4%	Shares	Sole	2022-04-28
2021-12-31	$443,121	1,132	+109.2%	Shares	Sole	2022-01-07
2021-09-30	$218,942	541	+39.1%	Shares	Sole	2021-11-02
2021-03-31	$119,310	389	+29.7%	Shares	Sole	2021-04-12
2021-03-31	$0	0	—	Call	Sole	2021-04-12
2020-12-31	$104,409	300	+19.5%	Shares	Sole	2021-02-11
2020-09-30	$82,671	251	-77.0%	Shares	Sole	2020-10-28
2020-06-30	$340,714	1,092	+310.5%	Shares	Sole	2020-07-20
2020-03-31	$50,420	266	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.