Position in LULU
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$343,556
+$255,445 QoQ
Shares Held
2,244
+429.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $3,200,551 across 22 Apparel Retail names. LULU ranks #5 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
5,431 | $867,330 | |
| 2 | ROST |
Ross Stores, Inc.
|
3,357 | $727,226 | |
| 3 | BURL |
Burlington Stores, Inc.
|
1,965 | $639,371 | |
| 4 | GAP |
Gap Inc
|
16,359 | $395,887 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
2,244 | $343,556 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
1,680 | $153,501 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
710 | $11,857 | |
| 8 | BOOT |
Boot Barn Holdings, Inc.
|
74 | $10,830 |
All Filings in LULU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $343,556 | 2,244 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $88,111 | 424 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $35,408 | 199 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $305,765 | 1,287 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $601,219 | 2,124 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $824,093 | 2,155 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $295,500 | 1,089 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $293,323 | 982 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $62,894 | 161 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $79,761 | 156 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||