lululemon athletica inc. (LULU)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").

Exited this quarter: Viking Global Investors.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Company fundamentals

Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported Aug 28, 2026.

Short interest

Shares short at recent settlements — Jun 30, 2026: 9.9M · Jul 15, 2026: 10.0M · Jul 31, 2026: 9.8M · Aug 14, 2026: 10.8M · Aug 31, 2026: 13.5M · Sep 15, 2026: 13.8M.

Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of Aug 28, 2026.

Insider trading · Form 4

Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 13, 2026.

Politician trading · U.S. Congress

Data unavailable — no congressional STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Financial Screens

· Buffett — Companies with high ROE sustained for more than a decade

· Growth — Revenue up every year for 5 straight years

· Graham — Sound finances and a long run of profits

· Lynch PEG — Cheap against its growth rate

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Neff Total Return Ratio — Growth plus dividends divided by P/E is high

· Gross Profitability (Novy-Marx) — High gross profit relative to total assets

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

Key figures

· Buffett — Latest ROE: 31.8% · Years ROE ≥15% (of 10): 10 · 10-yr avg ROE: 30.1% · Latest net income: $1.6B

· Growth — Latest revenue: $11.1B · 5-yr revenue CAGR: 20.3% · Straight growth years: 17

· Graham — Current ratio: 2.26 · Straight profitable years: 18 · Debt ratio: 0.70 · Latest net income: $1.6B

· Lynch PEG — P/E: 6.93 · 5-yr EPS growth: 24.1% · PEG: 0.29

· Cash Flow (FCF) — Latest FCF: $921.7M · FCF yield: 8.4% · Positive FCF years: 3

· Neff Total Return Ratio — EPS growth: 24.1% · Dividend yield: 0.0% · P/E: 6.93 · Neff ratio: 3.48

· Gross Profitability (Novy-Marx) — Gross profit / assets: 74.3% · Gross margin: 56.6%

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.25 · Operating cash flow: $1.6B · Net income: $1.6B

· Shareholder Yield — Shareholder yield: 10.8% · of which dividends: 0.0% · of which buybacks: 10.8%

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.

Related stocks

Also held by the tracked funds that hold LULU: BERKSHIRE HATHAWAY INC (BRK.A) · Alphabet Inc. (GOOGL) · BERKSHIRE HATHAWAY INC (BRK.B) · TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) · Walt Disney Co (DIS) · AMERICAN EXPRESS CO (AXP) · JOHNSON & JOHNSON (JNJ) · CVS HEALTH Corp (CVS) · DIAGEO PLC (DEO) · PROGRESSIVE CORP/OH/ (PGR).