Position in LULU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,592,353
+$56,454 QoQ
Shares Held
13,946
+39.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#286
of 848 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Pathstone Holdings, LLC holds $94,295,036 across 11 Apparel Retail names. LULU ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
450,930 | $68,315,894 | |
| 2 | ROST |
Ross Stores, Inc.
|
67,102 | $14,282,659 | |
| 3 | URBN |
Urban Outfitters Inc
|
53,126 | $3,764,507 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
17,067 | $2,803,595 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
13,946 | $1,592,353 | |
| 6 | BURL |
Burlington Stores, Inc.
|
4,982 | $1,578,297 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
7,929 | $713,688 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
5,913 | $493,616 |
All Filings in LULU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,592,353 | 13,946 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,535,899 | 10,032 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $2,469,612 | 11,884 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,178,752 | 12,245 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,509,794 | 10,564 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,744,651 | 16,762 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,746,858 | 17,643 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,393,155 | 16,190 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $5,333,287 | 17,855 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,714,817 | 14,629 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,827,931 | 17,266 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||