Jeremy Grantham's LULU Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 128,136 shares of lululemon athletica inc. (LULU) worth $19.62 M, representing 0.05% of the portfolio. First purchased in 2014-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in LULU, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 70,441 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 |
|---|---|---|---|---|
| Q1 2026 | +70,441 | Add 122.09% | 128,136 | $153.10 |
| 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 11 quarters since Q3 2014.
Jeremy Grantham's largest addition to lululemon athletica inc. (LULU) was in Q1 2026, adding 128,136 shares worth $19.62 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 128,136 shares of lululemon athletica inc. (LULU), valued at approximately $19.62 M.
As of the Q1 2026 filing, lululemon athletica inc. (LULU) represents approximately 0.05% 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 128,136 shares, as reported at the end of Q1 2026.