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Polymer Capital Management’s lululemon athletica LULU Stock Holding History

Polymer Capital Management’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
Q2 		$952K Buy
8,337
+5,263
+171% +$703K 0.13% 195
2026
Q1 		$471K Sell
3,074
-4,088
-57% -$733K 0.05% 441
2025
Q4 		$1.49M Buy
+7,162
New +$1.3M 0.16% 144
2025
Q1 		– Sell
-888
Closed -$340K – 564
2024
Q4 		$340K Buy
+888
New +$290K 0.09% 152

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polymer Capital Management's LULU Position: Q2 2026 in Review

Polymer Capital Management increased its lululemon athletica (LULU) stake by 171% in Q2 2026, buying an estimated $703K and bringing the position to 8,337 shares worth $952K. The position accounts for 0.13% of the portfolio, ranked #195.

Polymer Capital Management first reported a position in LULU in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.49M in Q4 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Polymer Capital Management held 8,337 shares of lululemon athletica worth $952K as of Q2 2026.
  • Polymer Capital Management bought 5,263 lululemon athletica shares in Q2 2026, an estimated $703K.
  • lululemon athletica made up 0.13% of Polymer Capital Management's portfolio in Q2 2026, its #195 holding.
  • Polymer Capital Management first reported a position in lululemon athletica in Q4 2024 and has held it in 4 quarters since.
  • Polymer Capital Management's lululemon athletica position peaked at $1.49M in Q4 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.