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Rheos Capital Works’s lululemon athletica LULU Stock Holding History

Rheos Capital Works’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
2025
Q3 		– Sell
-46,500
Closed -$11M – 75
2025
Q2 		$11M Sell
46,500
-9,000
-16% -$2.48M 0.64% 48
2025
Q1 		$15.7M Hold
55,500
– – 1.28% 27
2024
Q4 		$21.2M Buy
55,500
+40,000
+258% +$13.1M 1.18% 28
2024
Q3 		$4.21M Buy
15,500
+2,500
+19% +$663K 0.22% 101
2024
Q2 		$3.88M Buy
+13,000
New +$4.35M 0.2% 95

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Rheos Capital Works's LULU Position: Q3 2025 in Review

Rheos Capital Works sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 46,500 shares — an estimated $11M sold.

Rheos Capital Works first reported a position in LULU in Q2 2024 and held it in 5 quarters. The position peaked at $21.2M in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Rheos Capital Works reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Rheos Capital Works sold 46,500 lululemon athletica shares in Q3 2025, an estimated $11M.
  • Rheos Capital Works first reported a position in lululemon athletica in Q2 2024 and held it in 5 quarters.
  • Rheos Capital Works's lululemon athletica position peaked at $21.2M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Rheos Capital Works's 13F filing for Q3 2025, filed 22 Oct 2025.