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Southpoint Capital Advisors’s lululemon athletica LULU Stock Holding History

Southpoint 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
2025
Q3 		– Sell
-750,000
Closed -$178M – 46
2025
Q2 		$178M Buy
+750,000
New +$207M 4.49% 9
2024
Q4 		– Sell
-300,000
Closed -$81.4M – 46
2024
Q3 		$81.4M Buy
+300,000
New +$79.6M 1.93% 23
2014
Q3 		– Sell
-500,005
Closed -$20.2M – 39
2014
Q2 		$20.2M Buy
+500,005
New +$22.8M 1.31% 23

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

Southpoint Capital Advisors's LULU Position: Q3 2025 in Review

Southpoint Capital Advisors sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 750,000 shares — an estimated $178M sold.

Southpoint Capital Advisors first reported a position in LULU in Q2 2014 and held it in 3 quarters. The position peaked at $178M in Q2 2025. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Southpoint Capital Advisors reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Southpoint Capital Advisors sold 750,000 lululemon athletica shares in Q3 2025, an estimated $178M.
  • Southpoint Capital Advisors first reported a position in lululemon athletica in Q2 2014 and held it in 3 quarters.
  • Southpoint Capital Advisors's lululemon athletica position peaked at $178M in Q2 2025.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Southpoint Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.