Jeremy Grantham's LULU Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 57,695 shares of lululemon athletica inc. (LULU) worth $11.99 M, representing 0.03% of the portfolio. First purchased in 2014-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in LULU, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 57,695 shares. Largest reduction occurred in Q4 2015, reducing 44,300 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's lululemon athletica (LULU) Holding Value Over Time
Track share changes against reported price movement
Quarterly lululemon athletica (LULU) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +57,695 | New Buy | 57,695 | $207.81 |
| Q2 2023 | -2,700 | Sold Out | 0 | $0.00 |
| Q1 2023 | +1,700 | Add 170.00% | 2,700 | $364.19 |
| Q4 2022 | +1,000 | New Buy | 1,000 | $320.38 |
| Q4 2015 | -44,300 | Sold Out | 0 | $0.00 |
| Q3 2015 | -200 | Reduce 0.45% | 44,300 | $50.65 |
| Q2 2015 | +200 | Add 0.45% | 44,500 | $65.30 |
| Q1 2015 | -3,500 | Reduce 7.32% | 44,300 | $64.02 |
| Q4 2014 | +29,700 | Add 164.09% | 47,800 | $55.79 |
| Q3 2014 | +18,100 | New Buy | 18,100 | $41.99 |
Jeremy Grantham's lululemon athletica Investment FAQs
Jeremy Grantham first purchased lululemon athletica inc. (LULU) in Q3 2014, acquiring 18,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held lululemon athletica inc. (LULU) for 10 quarters since Q3 2014.
Jeremy Grantham's largest addition to lululemon athletica inc. (LULU) was in Q4 2025, adding 57,695 shares worth $11.99 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 57,695 shares of lululemon athletica inc. (LULU), valued at approximately $11.99 M.
As of the Q4 2025 filing, lululemon athletica inc. (LULU) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in lululemon athletica inc. (LULU) was 57,695 shares, as reported at the end of Q4 2025.