Munro Partners’s lululemon athletica LULU Stock Holding History

Munro Partners’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
2024 Q2	–	Sell	-120,327	Closed	-$47M	–	60
2024 Q1	$47M	Buy	120,327 +3,695	+3%	+$1.71M	1.69%	22
2023 Q4	$59.6M	Sell	116,632 -37,885	-25%	-$16.4M	2.67%	18
2023 Q3	$59.6M	Buy	154,517 +1,517	+1%	+$580K	3.01%	15
2023 Q2	$57.9M	Buy	+153,000	New	+$56.5M	2.67%	18
2023 Q1	–	Sell	-278,990	Closed	-$89.4M	–	40
2022 Q4	$89.4M	Buy	278,990 +75,590	+37%	+$24.9M	5.11%	7
2022 Q3	$56.9M	Buy	+203,400	New	+$63.1M	3.37%	14
2022 Q1	–	Sell	-159,760	Closed	-$62.5M	–	30
2021 Q4	$62.5M	Buy	159,760 +71,660	+81%	+$30.6M	1.75%	23
2021 Q3	$35.7M	Buy	+88,100	New	+$35.3M	1.22%	24

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Munro Partners's LULU Position: Q2 2024 in Review

Munro Partners sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 120,327 shares — an estimated $47M sold.

Munro Partners first reported a position in LULU in Q3 2021 and held it in 8 quarters. The position peaked at $89.4M in Q4 2022. 1,075 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

Munro Partners reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
Munro Partners sold 120,327 lululemon athletica shares in Q2 2024, an estimated $47M.
Munro Partners first reported a position in lululemon athletica in Q3 2021 and held it in 8 quarters.
Munro Partners's lululemon athletica position peaked at $89.4M in Q4 2022.
1,075 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Munro Partners's 13F filing for Q2 2024, filed 21 Oct 2025.