Position in LULU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,596,744
+$20,318,297 QoQ
Shares Held
141,063
+2193.0% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 16.888198889857723.ToString("F0")%
Shared 0.ToString("F0")%
None 83.11180111014228.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026IEQ CAPITAL, LLC holds $161,901,798 across 15 Apparel Retail names. LULU ranks #5 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
338,996 | $54,137,660 | |
| 2 | BURL |
Burlington Stores, Inc.
|
92,740 | $30,175,741 | |
| 3 | ROST |
Ross Stores, Inc.
|
105,363 | $22,824,786 | |
| 4 | GAP |
Gap Inc
|
895,119 | $21,661,879 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
141,063 | $21,596,744 | |
| 6 | CRI |
Carters Inc
|
73,545 | $2,629,969 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
149,147 | $2,490,754 | |
| 8 | BKE |
Buckle Inc
|
36,203 | $1,823,183 |
All Filings in LULU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,596,744 | 141,063 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,278,447 | 6,152 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,150,317 | 6,465 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,031,231 | 21,177 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,168,211 | 25,324 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $6,554,124 | 17,139 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,879,022 | 10,610 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,979,233 | 9,974 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,945,954 | 10,101 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $5,021,379 | 9,821 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,636,302 | 9,430 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,031,791 | 2,726 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,033,207 | 2,837 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $1,197,260 | 3,737 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $892,914 | 3,194 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $929,054 | 3,408 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $788,531 | 2,159 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $652,938 | 1,668 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $670,992 | 1,658 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $370,444 | 1,015 | Shares | Other | 2021-07-29 | |
| 2020-09-30 | $212,443 | 645 | Shares | Other | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||