Position in LULU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,334,650
+$991,094 QoQ
Shares Held
11,689
+420.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#309
of 847 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $10,308,928 across 21 Apparel Retail names. LULU ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
|
13,342 | $2,839,844 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
16,956 | $2,568,834 | |
| 3 | BURL |
Burlington Stores, Inc.
|
7,094 | $2,247,379 | |
| 4 | LULU |
lululemon athletica inc.
This page
|
11,689 | $1,334,650 | |
| 5 | GAP |
Gap Inc
|
60,465 | $1,129,486 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
979 | $88,119 | |
| 7 | BOOT |
Boot Barn Holdings, Inc.
|
132 | $21,683 | |
| 8 | URBN |
Urban Outfitters Inc
|
203 | $14,384 |
All Filings in LULU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,650 | 11,689 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||