Sage Mountain Advisors LLC

Position in LULU — lululemon athletica inc.

CIK 1832274 ATLANTA, GA

Position in LULU

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$595,562

-$21,584 QoQ

Shares Held

5,216

+29.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#408

of 847 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Sage Mountain Advisors LLC holds $939,164 across 2 Apparel Retail names. LULU ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LULU	lululemon athletica inc. This page	5,216	$595,562
2	TJX	Tjx Companies Inc /De/	2,268	$343,602

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,562	5,216	+29.4%	Shares	Sole	2026-08-05
2026-03-31	$617,146	4,031	-26.2%	Shares	Sole	2026-05-11
2025-12-31	$1,135,681	5,465	+65.0%	Shares	Sole	2026-01-23
2025-09-30	$589,482	3,313	+155.8%	Shares	Sole	2025-10-29
2025-06-30	$307,666	1,295	+13.5%	Shares	Sole	2025-07-31
2025-03-31	$322,971	1,141	-6.0%	Shares	Sole	2025-05-02
2024-12-31	$464,245	1,214	+18.4%	Shares	Sole	2025-02-07
2024-09-30	$278,133	1,025	+22.8%	Shares	Sole	2024-10-29
2024-06-30	$249,414	835	-1.4%	Shares	Sole	2024-07-31
2024-03-31	$330,880	847	-6.4%	Shares	Sole	2024-04-23
2023-12-31	$462,717	905	+11.9%	Shares	Sole	2024-02-01
2023-09-30	$311,958	809	+3.3%	Shares	Sole	2023-10-25
2023-06-30	$296,365	783	-0.8%	Shares	Sole	2023-07-24
2023-03-31	$287,345	789	+26.6%	Shares	Sole	2023-04-25
2021-12-31	$243,873	623	+0.2%	Shares	Sole	2022-02-02
2021-09-30	$251,723	622	0.0%	Shares	Sole	2021-11-01
2021-06-30	$227,011	622	+5.2%	Shares	Sole	2021-07-22
2020-12-31	$205,685	591	—	Shares	Sole	2021-03-01
No filing history on record for this holder in this stock.