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LULU Lululemon

Consumer Discretionary, filed as LULULEMON ATHLETICA INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 3

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

In 2026 Q2, 1 manager opened a position, 1 added, 1 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns LULU

Sorted by value, long equity only, as of 2026 Q2.

History
Francois Rochon, Giverny Capital 0.49%, was 0.79% Reduce −9.7% 128,803 $15M History
Rule One Partners 2.1% Add +22.5% 127,600 $15M History
Tweedy, Browne Co. 0.16% New 0.16% 17,963 $2.1M History
Prem Watsa, Fairfax Financial Holdings 0.05% Hold 12,500 $1.4M 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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LULU's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LULU insider trades
  • $2M bought by 2 insiders
  • $3.4M sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Charles V Bergh Director
    Buy
    $500K 4,275 shares at $117.05 +70% to stake
    Traded Jun 15 Filed Jun 16
    ↗
  2. Nicole Neuburger Chief Brand Officer
    Sale
    $100K 622 shares at $161.00 3.1% of stake
    Traded Apr 8 Filed Apr 9
    ↗
  3. Andre Maestrini CEO
    Buy
    $495K 3,275 shares at $151.02 +11% to stake
    Traded Apr 1 Filed Apr 3
    ↗
  4. Charles V Bergh Director
    Buy
    $1M 6,090 shares at $164.20 New stake
    Traded Mar 20 Filed Mar 23
    ↗
  5. Meghan Frank CFO
    Sale
    $562K 2,658 shares at $211.37 9.4% of stake
    Traded Dec 30, 2025 Filed Jan 2
    ↗
  6. Celeste Burgoyne Pres Americas & Global Guest
    Sale
    $2.8M 13,511 shares at $204.00 72% of stake
    Traded Dec 16, 2025 Filed Dec 18, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 28 stock grants, 14 share withholdings for taxes, 5 option exercises, and 1 gift.

Congress

9 members of Congress traded LULU in the last three years: 11 buys and 10 sales. 6 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Mar 13 filed Apr 7
  2. Dan Newhouse R-WA-4Spouse Buy $1K–$15K Dec 11, 2025 filed Jan 15
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Nov 12, 2025 filed Dec 15, 2025
  4. Val T. Hoyle D-OR-4Spouse Sell $1K–$15K Sep 23, 2025 filed Oct 10, 2025
  5. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Jul 22, 2025 filed Aug 13, 2025
  6. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jul 16, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 23 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,5.03,9.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13D/A — 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
SCHEDULE 13D/A — Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
SCHEDULE 13D/A — Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13D/A — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.