Follow-The-Filings

Security · featured owners

LULU Lululemon Athletica Inc.

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 2.1%
  • $33M
  • 1 new 1 add 1 reduce 2 exits

LULU (Lululemon Athletica Inc.) is held in 4 featured 13F books as of 2026 Q2. Rule One Partners is the largest tracked holder by portfolio weight (2.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.1% (Rule One Partners) · not free-float ownership

  1. Rule One Partners add 2.1%
  2. Francois Rochon reduce 0.49%
  3. Tweedy, Browne Co. new 0.16%
  4. Prem Watsa 0.05%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Francois Rochon - Giverny Capital 2026 Q2 0.49% Reduce −9.7% 128,803 $15M history
Rule One Partners 2026 Q2 2.1% Add +22.5% 127,600 $15M history
Tweedy, Browne Co. 2026 Q2 0.16% New 0.16% 17,963 $2M history
Prem Watsa - Fairfax Financial Holdings 2026 Q2 0.05% Hold 12,500 $1M history
Andreas Halvorsen - Viking Global Investors exited 2026 Q2 last 2026 Q1 0.42% Exit −0.42% 980,568 $150M history
George Soros - Soros Fund Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 2,450 $375K history

4 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 20 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,5.03,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01 Filing Doc
8-K 5.02,5.07 Filing Doc
DEFA14A PROXY STATEMENT Filing Doc
8-K 2.02,9.01 Filing Doc
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
DEFA14A CURRENT REPORT Filing Doc
DEFA14A SOLICITING MATERIAL UNDER 240.14A-12 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
DEFA14A Filing Doc
DEFA14A SOLICITING MATERIAL UNDER 240.14A-12 Filing Doc
DEFA14A SOLICITING MATERIAL UNDER 240.14A-12 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 8 rows shown

Filed Form Detail Links
4 Period Sep 9, 2026 Filing Doc
4 Period Jun 25, 2026 · 11 forms Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 9, 2026 Filing Doc
4 Period Jun 8, 2026 · 2 forms Filing Doc
4 Period Apr 8, 2026 Filing Doc
4 Period Apr 1, 2026 Filing Doc
4 Period Mar 31, 2026 · 2 forms Filing Doc

Updated about 13 hours 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 $0.855B $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 * $0.966B $1.23B $1.44B
Total equity $3.15B $4.23B $4.32B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.966B $2.3B $2.27B
Cash from investing -$569.94M -$654.13M -$798.17M
Cash from financing -$0.467B -$0.549B -$1.65B
Net change in cash -$0.105B $1.09B -$0.26B

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