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LULU position history

The shares of Lululemon (LULU) that Rule One Partners, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q4: 7,000 shares, $2.7M, 1.0% of portfolio, New
  2. 2025 Q1: 7,000 shares, $2M, 0.77% of portfolio
  3. 2025 Q2: 42,200 shares, $10M, 5.4% of portfolio, Add +502.9%
  4. 2025 Q3: 104,200 shares, $19M, 2.6% of portfolio, Add +146.9%
  5. 2025 Q4: 104,200 shares, $22M, 3.2% of portfolio
  6. 2026 Q1: 104,200 shares, $16M, 15.8% of portfolio
  7. 2026 Q2: 127,600 shares, $15M, 2.1% of portfolio, Add +22.5%
Holdings date Value % of holdings Shares Filing date All 13F holders