Follow-The-Filings

Security

LULU

Lululemon Athletica Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 1 new 2 exits max 1.3% (Michael Burry - Scion Ass...)

grid → activity → earnings →
owners 18
rank #293
master % 0.03%
max % 1.3%
tracked value $4B
qoq N 1 A 6 R 8 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Michael Burry - Scion Asset Management, LLC 2025 Q3 stale 1.3% Add -0.77 pp 100,000 $18M hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 0.8% Reduce -0.20 pp 142,600 $22M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 0.4% New 0.4% 980,568 $150M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.2% Reduce -0.29 pp 1,057,648 $162M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add -0.06 pp 329,244 $50M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -0.12 pp 598,867 $92M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.10 pp 1,495,866 $223M hist
Prem Watsa - Fairfax Financial Holdings LTD/ Can 2026 Q1 0.1% — 12,500 $2M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 13,354,442 $2.8B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.04 pp 1,744,852 $363M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 233,988 $36M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 584,578 $89M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.04 pp 133,732 $20M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 39,058 $8M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.03 pp 7,701 $1M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add 0.00 pp 5,548 $849 hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% Reduce -0.01 pp 2,450 $375 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 827 $127 hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.0% Exit -0.03 pp 11,933 $2M hist
Jensen Investment Management Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 3,920 $815 hist

18 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
8-K 5.02,5.07 Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
DEFA14A PROXY STATEMENT Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
8-K 5.02,7.01,9.01 Filing Doc

Updated 14 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $8.11B $9.62B $10.59B
Gross profit $4.49B $5.61B $6.27B
Gross margin * 55.4% 58.3% 59.2%
Net income $854.8M $1.55B $1.81B
Net margin * 10.5% 16.1% 17.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.16B $4.06B $3.98B
Total non-current assets * $2.45B $3.03B $3.62B
Total assets $5.61B $7.09B $7.6B
Total current liabilities $1.49B $1.63B $1.84B
Total non-current liabilities * $966.04M $1.23B $1.44B
Total equity $3.15B $4.23B $4.32B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $966.46M $2.3B $2.27B
Cash from investing -$569.94M -$654.13M -$798.17M
Cash from financing -$467.49M -$548.83M -$1.65B
Net change in cash -$105M $1.09B -$259.64M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders