Pallas Capital Advisors’s lululemon athletica LULU Stock Holding History

Pallas Capital Advisors’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	$947K	Buy	+6,185	New	+$1.11M	0.04%	338
2025 Q3	–	Sell	-1,872	Closed	-$445K	–	924
2025 Q2	$445K	Sell	1,872 -701	-27%	-$193K	0.02%	541
2025 Q1	$728K	Buy	2,573 +1,840	+251%	+$675K	0.03%	369
2024 Q4	$280K	Buy	+733	New	+$239K	0.01%	481
2023 Q2	–	Sell	-4,162	Closed	-$1.59M	–	281
2023 Q1	$1.59M	Buy	4,162 +109	+3%	+$34.2K	0.15%	104
2022 Q4	$1.27M	Buy	4,053 +24	+0.6%	+$7.89K	0.13%	124
2022 Q3	$1.28M	Buy	4,029 +180	+5%	+$55.8K	0.14%	114
2022 Q2	$1.17M	Buy	3,849 +249	+7%	+$79.8K	0.16%	110
2022 Q1	$1.41M	Buy	3,600 +667	+23%	+$217K	0.18%	101
2021 Q4	$918K	Buy	2,933 +163	+6%	+$69.7K	0.11%	133
2021 Q3	$1.29M	Buy	2,770 +488	+21%	+$195K	0.14%	123
2021 Q2	$937K	Buy	2,282 +1,255	+122%	+$413K	0.13%	121
2021 Q1	$333K	Buy	+1,027	New	+$337K	0.07%	150

Other funds holding LULU

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pallas Capital Advisors's LULU Position: Q1 2026 in Review

Pallas Capital Advisors opened a new position in lululemon athletica (LULU) in Q1 2026: 6,185 shares worth $947K. The stake represents 0.04% of the portfolio and ranks #338 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in LULU as recently as Q2 2025.

Pallas Capital Advisors first reported a position in LULU in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.59M in Q1 2023. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Pallas Capital Advisors held 6,185 shares of lululemon athletica worth $947K as of Q1 2026.
lululemon athletica was a new Pallas Capital Advisors position in Q1 2026.
lululemon athletica made up 0.04% of Pallas Capital Advisors's portfolio in Q1 2026, its #338 holding.
Pallas Capital Advisors first reported a position in lululemon athletica in Q1 2021 and has held it in 13 quarters since.
Pallas Capital Advisors's lululemon athletica position peaked at $1.59M in Q1 2023.
949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.