Guru Ownership Trend
Guru Analysis for lululemon athletica inc. (LULU)
lululemon athletica inc. (LULU), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $447.41 M.
Top institutional holders include Cliff Asness and Andreas Halvorsen.
Notably, Phil Town has expressed high conviction in this stock, allocating 15.84% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $319.7 M net inflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, George Soros reduced exposure by 66.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for lululemon athletica inc. (LULU)
Major holders include Cliff Asness ($223.26 M), Andreas Halvorsen ($150.12 M), Steven Cohen ($91.69 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.8 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $319.7 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited LULU. The total reported sell value was $66.31 M.
Yes, 1 managers opened new positions in LULU, and 4 increased their existing holdings. The total reported buy value was $386.01 M.
