Ray Dalio's LULU Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 19,159 shares of lululemon athletica inc. (LULU) worth $3.41 M, representing 0.01% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in LULU, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 132,747 shares. Largest reduction occurred in Q2 2017, reducing 120,170 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's lululemon athletica (LULU) Holding Value Over Time
Track share changes against reported price movement
Quarterly lululemon athletica (LULU) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +11,000 | New Buy | 11,000 | $42.00 |
| Q4 2014 | -7,294 | Reduce 66.31% | 3,706 | $55.86 |
| Q1 2015 | -3,706 | Sold Out | 3,706 | $0.00 |
| Q4 2016 | +113,132 | New Buy | 113,132 | $64.99 |
| Q1 2017 | +82,802 | Add 73.19% | 195,934 | $51.87 |
| Q2 2017 | -120,170 | Reduce 61.33% | 75,764 | $59.67 |
| Q3 2017 | -68,965 | Reduce 91.03% | 6,799 | $62.22 |
| Q4 2017 | +132,747 | Add 1952.45% | 139,546 | $78.59 |
| Q1 2018 | -139,546 | Sold Out | 139,546 | $0.00 |
| Q4 2019 | +47,685 | New Buy | 47,685 | $231.67 |
| Q1 2020 | -15,595 | Reduce 32.70% | 32,090 | $189.56 |
| Q2 2020 | -2,063 | Reduce 6.43% | 30,027 | $312.02 |
| Q3 2020 | +3,850 | Add 12.82% | 33,877 | $329.37 |
| Q4 2020 | -33,877 | Sold Out | 33,877 | $0.00 |
| Q1 2021 | +119,466 | New Buy | 119,466 | $306.71 |
| Q2 2021 | -2,305 | Reduce 1.93% | 117,161 | $364.97 |
| Q3 2021 | +13,180 | Add 11.25% | 130,341 | $404.70 |
| Q4 2021 | -52,137 | Reduce 40.00% | 78,204 | $391.45 |
| Q1 2022 | -26,926 | Reduce 34.43% | 51,278 | $365.22 |
| Q2 2022 | +14,025 | Add 27.35% | 65,303 | $272.61 |
| Q3 2022 | -61,233 | Reduce 93.77% | 4,070 | $279.61 |
| Q1 2024 | +46,006 | Add 1130.37% | 50,076 | $390.65 |
| Q2 2024 | +54,600 | Add 109.03% | 104,676 | $298.70 |
| Q3 2024 | +35,357 | Add 33.78% | 140,033 | $271.35 |
| Q4 2024 | -101,390 | Reduce 72.40% | 38,643 | $382.41 |
| Q1 2025 | -38,643 | Sold Out | 38,643 | $0.00 |
| Q3 2025 | +19,159 | New Buy | 19,159 | $177.93 |
Ray Dalio's lululemon athletica Investment FAQs
Ray Dalio first purchased lululemon athletica inc. (LULU) in Q3 2014, acquiring 11,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held lululemon athletica inc. (LULU) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to lululemon athletica inc. (LULU) was in Q4 2017, adding 139,546 shares worth $10.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 19,159 shares of lululemon athletica inc. (LULU), valued at approximately $3.41 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, lululemon athletica inc. (LULU) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in lululemon athletica inc. (LULU) was 195,934 shares, as reported at the end of Q1 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.