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Carmignac Gestion’s lululemon athletica LULU Stock Holding History

Carmignac Gestion’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-74,300
Closed -$15.4M – 134
2025
Q4 		$15.4M Sell
74,300
-31,700
-30% -$5.74M 0.21% 50
2025
Q3 		$18.9M Buy
106,000
+37,000
+54% +$7.41M 0.28% 51
2025
Q2 		$16.4M Sell
69,000
-12,000
-15% -$3.31M 0.25% 49
2025
Q1 		$22.9M Sell
81,000
-26,400
-25% -$9.68M 0.38% 40
2024
Q4 		$41.1M Buy
107,400
+1,200
+1% +$392K 0.65% 33
2024
Q3 		$28.8M Buy
+106,200
New +$28.2M 0.48% 39
2023
Q1 		– Sell
-639
Closed -$205K – 150
2022
Q4 		$205K Sell
639
-726
-53% -$239K ﹤0.01% 129
2022
Q3 		$382K Sell
1,365
-5,162
-79% -$1.6M 0.01% 104
2022
Q2 		$1.8M Sell
6,527
-458
-7% -$147K 0.04% 84
2022
Q1 		$2.58M Sell
6,985
-56,026
-89% -$18.2M 0.04% 84
2021
Q4 		$24.7M Sell
63,011
-208,707
-77% -$89.2M 0.35% 46
2021
Q3 		$110M Sell
271,718
-61,121
-18% -$24.5M 1.37% 25
2021
Q2 		$121M Sell
332,839
-177,866
-35% -$58.6M 1.41% 24
2021
Q1 		$157M Buy
510,705
+31,226
+7% +$10.3M 1.8% 20
2020
Q4 		$167M Buy
479,479
+50,636
+12% +$17.6M 1.74% 21
2020
Q3 		$141M Buy
+428,843
New +$143M 1.67% 23
2020
Q2 		– Sell
-96,224
Closed -$18.2M – 137
2020
Q1 		$18.2M Buy
+96,224
New +$21.5M 0.31% 49

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carmignac Gestion's LULU Position: Q1 2026 in Review

Carmignac Gestion sold out of lululemon athletica (LULU) in Q1 2026, closing a stake of 74,300 shares — an estimated $15.4M sold.

Carmignac Gestion first reported a position in LULU in Q1 2020 and held it in 17 quarters. The position peaked at $167M in Q4 2020. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Carmignac Gestion reported no remaining lululemon athletica position as of Q1 2026 after selling out during the quarter.
  • Carmignac Gestion sold 74,300 lululemon athletica shares in Q1 2026, an estimated $15.4M.
  • Carmignac Gestion first reported a position in lululemon athletica in Q1 2020 and held it in 17 quarters.
  • Carmignac Gestion's lululemon athletica position peaked at $167M in Q4 2020.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Carmignac Gestion's 13F filing for Q1 2026, filed 15 Jun 2026.