Position in LULU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,420,658
+$1,001,163 QoQ
Shares Held
35,406
+66.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 79.6998372611657.ToString("F0")%
Shared 1.048761376649991.ToString("F0")%
None 19.251401362184318.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Mar 31, 2023CallValue
$546,285
CallShares
1,500
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 Mar 31, 2026Corient Private Wealth LLC holds $404,017,686 across 10 Apparel Retail names. LULU ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
2,159,975 | $344,948,006 | |
| 2 | ROST |
Ross Stores, Inc.
|
120,420 | $26,086,583 | |
| 3 | GAP |
Gap Inc
|
547,699 | $13,254,315 | |
| 4 | BURL |
Burlington Stores, Inc.
|
34,713 | $11,294,915 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
35,406 | $5,420,658 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
21,246 | $984,964 | |
| 7 | CRI |
Carters Inc
|
25,419 | $908,983 | |
| 8 | CTRN |
Citi Trends Inc
|
11,436 | $495,407 |
All Filings in LULU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,420,658 | 35,406 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,419,495 | 21,267 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,090,497 | 11,749 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,888,971 | 12,160 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $3,706,952 | 13,096 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,058,138 | 15,842 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $5,337,725 | 19,671 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $6,679,230 | 22,361 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $9,726,794 | 24,899 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $35,865,970 | 70,148 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $13,866,535 | 35,960 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $12,393,603 | 32,744 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $546,285 | 1,500 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $12,823,129 | 35,210 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,617,127 | 20,654 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||