Position in LULU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$184,768,812
-$95,021,431 QoQ
Shares Held
1,618,224
-11.5% QoQ
Ownership
1.49%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $6,472,372,330 across 29 Apparel Retail names. LULU ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
27,031,090 | $4,095,210,129 | |
| 2 | ROST |
Ross Stores, Inc.
|
5,005,817 | $1,065,488,137 | |
| 3 | BURL |
Burlington Stores, Inc.
|
2,110,639 | $668,650,429 | |
| 4 | LULU |
lululemon athletica inc.
This page
|
1,618,224 | $184,768,812 | |
| 5 | VSXY |
Victoria's Secret & Co.
|
875,828 | $73,114,118 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
782,733 | $70,453,793 | |
| 7 | URBN |
Urban Outfitters Inc
|
870,414 | $61,677,530 | |
| 8 | BOOT |
Boot Barn Holdings, Inc.
|
355,545 | $58,405,374 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,768,812 | 1,618,224 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $279,790,243 | 1,827,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $456,591,397 | 2,197,158 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $380,392,268 | 2,137,876 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $458,412,266 | 1,929,507 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $576,718,891 | 2,037,444 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $873,024,048 | 2,282,953 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $571,739,051 | 2,107,017 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $616,782,039 | 2,064,888 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $785,673,318 | 2,011,195 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,030,236,048 | 2,014,974 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $746,033,105 | 1,934,683 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $566,846,895 | 1,497,614 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $473,462,288 | 1,300,042 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $407,900,439 | 1,273,177 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $319,988,284 | 1,144,614 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $290,138,545 | 1,064,299 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $335,312,910 | 918,087 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $699,123,825 | 1,785,985 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $764,524,027 | 1,889,113 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $645,548,710 | 1,768,772 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $563,998,891 | 1,838,867 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $670,030,833 | 1,925,210 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $588,509,089 | 1,786,772 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $376,721,806 | 1,207,403 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $243,770,776 | 1,286,050 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||