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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
2025
Q2 		– Sell
-10,000
Closed -$2.83M – 16
2025
Q1 		$2.83M Buy
+10,000
New +$3.67M 1.11% 11

Other funds holding LULU

BlackRock
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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rule One Partners's LULU Position: Q1 2026 in Review

Rule One Partners held its lululemon athletica (LULU) position steady in Q1 2026 at 104,200 shares worth $16M. The position accounts for 15.84% of the portfolio, ranked #4.

Rule One Partners first reported a position in LULU in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.7M in Q4 2025. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Rule One Partners held 104,200 shares of lululemon athletica worth $16M as of Q1 2026.
  • Rule One Partners left its lululemon athletica share count unchanged in Q1 2026.
  • lululemon athletica made up 15.84% of Rule One Partners's portfolio in Q1 2026, its #4 holding.
  • Rule One Partners first reported a position in lululemon athletica in Q4 2024 and has held it in 6 quarters since.
  • Rule One Partners's lululemon athletica position peaked at $21.7M in Q4 2025.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Rule One Partners's 13F filing for Q1 2026, filed 15 May 2026.