SEC 13F Intelligence

Morgens Waterfall Vintiadis & Co Inc / LULU

Morgens Waterfall Vintiadis & Co Inc’s Lululemon Athletica Inc Position

Does Morgens Waterfall Vintiadis & Co Inc own Lululemon Athletica Inc (LULU)? Not currently — the last reported position was 8.0K shares worth $3M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2023
Shares
8.0K
% of Portfolio
+2.49%
Quarters Held
11
position exited

Position History LULU

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $8MQ3 ’19: $6MQ3 ’19Q4 ’19: $7MQ1 ’20: $5MQ1 ’20Q2 ’20: $8MQ3 ’20: $9MQ3 ’20Q1 ’22: $5MQ3 ’22: $978,000Q3 ’22Q4 ’22: $2MQ3 ’23: $3MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20238.0K$3M+2.49%
Q4 20227.0K$2M+1.94%
Q3 20223.5K$978,000+1.07%
Q1 202215.0K$5M+3.45%
Q3 202027.6K$9M+5.19%
Q2 202026.0K$8M+5.21%
Q1 202027.7K$5M+4.92%
Q4 201928.3K$7M+4.45%
Q3 201931.0K$6M+4.58%
Q2 201943.3K$8M+5.38%
Q1 201943.0K$7M+5.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Morgens Waterfall Vintiadis & Co Inc’s full portfolio or all institutional holders of LULU.