Lee Ainslie's LULU Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 12,241 shares of lululemon athletica inc. (LULU) worth $2.18 M, representing 0.03% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Lee Ainslie has maintained a long-term strategic position in LULU, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2018, adding 410,220 shares. Largest reduction occurred in Q3 2025, reducing 214,869 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's lululemon athletica (LULU) Holding Value Over Time
Track share changes against reported price movement
Quarterly lululemon athletica (LULU) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +3,820 | New Buy | 3,820 | $64.14 |
| Q2 2015 | +580 | Add 15.18% | 4,400 | $65.23 |
| Q3 2015 | -540 | Reduce 12.27% | 3,860 | $50.78 |
| Q4 2015 | -3,860 | Sold Out | 3,860 | $0.00 |
| Q3 2016 | +40,990 | New Buy | 40,990 | $60.99 |
| Q4 2016 | +14,720 | Add 35.91% | 55,710 | $65.00 |
| Q1 2017 | -11,800 | Reduce 21.18% | 43,910 | $51.88 |
| Q2 2017 | -7,280 | Reduce 16.58% | 36,630 | $59.68 |
| Q3 2017 | -36,630 | Sold Out | 36,630 | $0.00 |
| Q1 2018 | +446,850 | New Buy | 446,850 | $89.12 |
| Q2 2018 | -212,040 | Reduce 47.45% | 234,810 | $124.85 |
| Q3 2018 | -108,760 | Reduce 46.32% | 126,050 | $162.49 |
| Q4 2018 | -84,970 | Reduce 67.41% | 41,080 | $121.62 |
| Q1 2019 | +40,830 | Add 99.39% | 81,910 | $163.87 |
| Q2 2019 | +42,480 | Add 51.86% | 124,390 | $180.21 |
| Q3 2019 | -31,418 | Reduce 25.26% | 92,972 | $192.53 |
| Q4 2019 | -55,491 | Reduce 59.69% | 37,481 | $231.66 |
| Q1 2020 | -24,354 | Reduce 64.98% | 13,127 | $189.53 |
| Q2 2020 | -13,127 | Sold Out | 13,127 | $0.00 |
| Q3 2020 | +4,184 | New Buy | 4,184 | $329.35 |
| Q4 2020 | +4,208 | Add 100.57% | 8,392 | $348.07 |
| Q1 2021 | -8,392 | Sold Out | 8,392 | $0.00 |
| Q2 2021 | +326 | New Buy | 326 | $365.03 |
| Q3 2021 | -326 | Sold Out | 326 | $0.00 |
| Q1 2022 | +12,434 | New Buy | 12,434 | $365.21 |
| Q2 2022 | +9,866 | Add 79.35% | 22,300 | $272.60 |
| Q3 2022 | -638 | Reduce 2.86% | 21,662 | $279.57 |
| Q4 2022 | -21,662 | Sold Out | 21,662 | $0.00 |
| Q2 2023 | +8,420 | New Buy | 8,420 | $378.50 |
| Q3 2023 | -8,420 | Sold Out | 8,420 | $0.00 |
| Q4 2023 | +1,890 | New Buy | 1,890 | $511.29 |
| Q1 2024 | -1,890 | Sold Out | 1,890 | $0.00 |
| Q3 2024 | +344,486 | New Buy | 344,486 | $271.35 |
| Q4 2024 | -25,972 | Reduce 7.54% | 318,514 | $382.41 |
| Q1 2025 | +53,791 | Add 16.89% | 372,305 | $283.06 |
| Q2 2025 | -145,195 | Reduce 39.00% | 227,110 | $237.58 |
| Q3 2025 | -214,869 | Reduce 94.61% | 12,241 | $177.93 |
Lee Ainslie's lululemon athletica Investment FAQs
Lee Ainslie first purchased lululemon athletica inc. (LULU) in Q1 2015, acquiring 3,820 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held lululemon athletica inc. (LULU) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to lululemon athletica inc. (LULU) was in Q1 2018, adding 446,850 shares worth $39.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 12,241 shares of lululemon athletica inc. (LULU), valued at approximately $2.18 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 0.03% of Lee Ainslie'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.
Lee Ainslie's peak holding in lululemon athletica inc. (LULU) was 446,850 shares, as reported at the end of Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.