Guru Ownership Over Time
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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $136.22 M.
Top institutional holders include Francois Rochon and Phil Town.
Institutional sentiment is currently Bearish. This is evidenced by a $405.15 M net outflow during the quarter.
Recent activity highlights Phil Town who increased their stake by 146.9%. Conversely, Lee Ainslie reduced exposure by 94.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.79% | Add 0.0% | 144,001 | $25.62 M | Q3 2025 | |
| 2.63% | Add 146.9% | 104,200 | $18.66 M | Q3 2025 | |
| 1.29% | Add 100.0% | 100,000 | $17.79 M | Q3 2025 | |
| 0.08% | Reduce -92.5% | 89,940 | $16 M | Q3 2025 | |
| 0.07% | Add 54.1% | 89,478 | $15.92 M | Q3 2025 | |
| 0.01% | Reduce -85.4% | 49,272 | $8.77 M | Q3 2025 | |
| 0.22% | New Buy | 25,000 | $4.45 M | Q3 2025 | |
| 0.81% | Add 66.7% | 21,000 | $3.74 M | Q3 2025 | |
| 0.01% | New Buy | 19,159 | $3.41 M | Q3 2025 | |
| 0.03% | Reduce -94.6% | 12,241 | $2.18 M | Q3 2025 | |
| 0.00% | Reduce -37.2% | 6,064 | $1.08 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for lululemon athletica inc. (LULU)
Top Guru holders include Francois Rochon ($25.62 M), Phil Town ($18.66 M), Michael Burry ($17.79 M). Collectively, tracked Gurus hold 660,355 shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $405.15 M, with 7 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of LULU completely. Total sell value was $440.09 M.
Yes, 2 Gurus opened new positions in LULU, and 5 added to their existing holdings. Total buy value was $34.94 M.