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Rule One Partners’s lululemon athletica LULU Stock Holding History

Rule One 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
2026
Q2 		$14.6M Buy
127,600
+23,400
+22% +$3.13M 2.1% 7
2026
Q1 		$16M Hold
104,200
– – 15.84% 4
2025
Q4 		$21.7M Hold
104,200
– – 3.16% 4
2025
Q3 		$18.7M Buy
104,200
+62,000
+147% +$12.4M 2.63% 4
2025
Q2 		$10M Buy
42,200
+35,200
+503% +$9.7M 5.44% 6
2025
Q1 		$1.98M Hold
7,000
– – 0.77% 15
2024
Q4 		$2.68M Buy
+7,000
New +$2.29M 1.03% 11

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

Rule One Partners's LULU Position: Q2 2026 in Review

Rule One Partners increased its lululemon athletica (LULU) stake by 22% in Q2 2026, buying an estimated $3.13M and bringing the position to 127,600 shares worth $14.6M. The position accounts for 2.1% of the portfolio, ranked #7.

Rule One Partners first reported a position in LULU in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.7M in Q4 2025. 846 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Rule One Partners held 127,600 shares of lululemon athletica worth $14.6M as of Q2 2026.
  • Rule One Partners bought 23,400 lululemon athletica shares in Q2 2026, an estimated $3.13M.
  • lululemon athletica made up 2.1% of Rule One Partners's portfolio in Q2 2026, its #7 holding.
  • Rule One Partners first reported a position in lululemon athletica in Q4 2024 and has held it in 7 quarters since.
  • Rule One Partners's lululemon athletica position peaked at $21.7M in Q4 2025.
  • 846 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Rule One Partners's 13F filing for Q2 2026, filed 14 Aug 2026.