Position in LULU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$109,207,146
+$71,395,704 QoQ
Shares Held
713,306
+292.0% QoQ
Ownership
0.658%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 80.10026552419298.ToString("F0")%
None 19.89973447580702.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Sep 30, 2025CallValue
$56,403
CallShares
317
PutValue
$0
PutShares
0
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, 2026WELLINGTON MANAGEMENT GROUP LLP holds $3,373,393,109 across 8 Apparel Retail names. LULU ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
13,325,624 | $2,128,102,149 | |
| 2 | ROST |
Ross Stores, Inc.
|
3,497,091 | $757,574,820 | |
| 3 | BURL |
Burlington Stores, Inc.
|
542,252 | $176,437,953 | |
| 4 | LULU |
lululemon athletica inc.
This page
|
713,306 | $109,207,146 | |
| 5 | BOOT |
Boot Barn Holdings, Inc.
|
689,499 | $100,915,072 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
620,969 | $56,737,934 | |
| 7 | URBN |
Urban Outfitters Inc
|
375,221 | $23,770,248 | |
| 8 | CRI |
Carters Inc
|
577,399 | $20,647,787 |
All Filings in LULU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,207,146 | 713,306 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $37,811,442 | 181,952 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $56,403 | 317 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $3,471,235 | 19,509 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,363,419 | 14,157 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,865,823 | 38,387 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,266,573 | 42,537 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $11,795,855 | 43,471 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $126,991,705 | 425,148 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $494,096,851 | 1,264,807 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $389,795,733 | 762,377 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $516,361,865 | 1,339,078 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $487,027,303 | 1,286,730 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $768,278,103 | 2,109,553 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $795,975,777 | 2,484,474 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $732,149,465 | 2,618,935 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $718,411,855 | 2,635,310 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,031,753,930 | 2,824,943 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $907,984,713 | 2,319,542 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,258,335,731 | 3,109,305 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,270,861,304 | 3,482,098 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $954,224,801 | 3,111,163 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $630,841,956 | 1,812,608 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $362,307 | 1,100 | Shares | Defined | 2020-11-16 | |
| 2020-03-31 | $1,262,592 | 6,661 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||