Position in LULU
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$53,008,117
-$4,442,200 QoQ
Shares Held
346,232
+25.2% QoQ
Ownership
0.319%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Mar 31, 2026CallValue
$352,130
CallShares
2,300
PutValue
$3,322,270
PutShares
21,700
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, 2026HSBC HOLDINGS PLC holds $762,937,057 across 16 Apparel Retail names. LULU ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
3,238,631 | $517,209,361 | |
| 2 | ROST |
Ross Stores, Inc.
|
766,360 | $166,016,563 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
346,232 | $53,008,117 | |
| 4 | BURL |
Burlington Stores, Inc.
|
42,919 | $13,964,982 | |
| 5 | GAP |
Gap Inc
|
177,172 | $4,287,561 | |
| 6 | URBN |
Urban Outfitters Inc
|
37,652 | $2,385,253 | |
| 7 | BOOT |
Boot Barn Holdings, Inc.
|
14,527 | $2,126,170 | |
| 8 | SHOE |
Shoe Station Group Inc
|
59,030 | $920,277 |
All Filings in LULU
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,130 | 2,300 | Call | Defined | 2026-04-30 | |
| 2026-03-31 | $53,008,117 | 346,232 | Shares | Defined | 2026-04-30 | |
| 2026-03-31 | $3,322,270 | 21,700 | Put | Defined | 2026-04-30 | |
| 2025-12-31 | $57,450,317 | 276,456 | Shares | Defined | 2026-03-20 | |
| 2025-12-31 | $4,634,163 | 22,300 | Call | Defined | 2026-03-20 | |
| 2025-12-31 | $4,966,659 | 23,900 | Put | Defined | 2026-03-20 | |
| 2025-09-30 | $66,202,590 | 372,071 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $854,064 | 4,800 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $58,627,850 | 246,771 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $2,494,590 | 10,500 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $79,484,093 | 280,803 | Shares | Defined | 2025-05-14 | |
| 2025-03-31 | $2,689,070 | 9,500 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $3,824,100 | 10,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $106,549,364 | 278,626 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,961,710 | 14,600 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $71,261,932 | 262,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $92,062,622 | 308,211 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $4,361,020 | 14,600 | Call | Sole | 2024-08-12 | |
| 2024-03-31 | $5,703,490 | 14,600 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $140,224,987 | 358,953 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,186,609 | 12,100 | Call | Sole | 2024-02-12 | |
| 2023-12-31 | $108,356,152 | 211,927 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $123,363,963 | 319,919 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $4,858,686 | 12,600 | Call | Sole | 2023-11-13 | |
| 2023-06-30 | $105,474,322 | 278,664 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $3,065,850 | 8,100 | Call | Sole | 2023-08-11 | |
| 2023-03-31 | $103,668,501 | 284,655 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $5,535,688 | 15,200 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $87,151,046 | 272,024 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $256,304 | 800 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $1,473,748 | 4,600 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $58,411,543 | 208,941 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $866,636 | 3,100 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $57,271,813 | 210,087 | Shares | Sole | 2022-08-11 | |
| 2022-06-30 | $654,264 | 2,400 | Call | Sole | 2022-08-11 | |
| 2022-03-31 | $949,598 | 2,600 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $100,329,405 | 274,702 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $118,593,293 | 302,959 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $39,145 | 100 | Put | Defined | 2022-02-11 | |
| 2021-12-31 | $6,419,780 | 16,400 | Call | Sole | 2022-02-11 | |
| 2021-09-30 | $7,041,780 | 17,400 | Call | Defined | 2021-11-12 | |
| 2021-09-30 | $115,888,673 | 286,357 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,350,478 | 17,400 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $97,126,540 | 266,122 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $110,554,840 | 360,454 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $76,677,500 | 250,000 | Put | Defined | 2021-05-14 | |
| 2021-03-31 | $429,394 | 1,400 | Call | Sole | 2021-05-14 | |
| 2020-12-31 | $696,060 | 2,000 | Call | Sole | 2021-02-25 | |
| 2020-12-31 | $26,914,893 | 77,335 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $26,582,790 | 80,708 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||