SEC 13F Intelligence

Rheos Capital Works Inc. / LULU

Rheos Capital Works Inc.’s Lululemon Athletica Inc Position

Does Rheos Capital Works Inc. own Lululemon Athletica Inc (LULU)? Not currently — the last reported position was 46.5K shares worth $11M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q2 2025
Shares
46.5K
% of Portfolio
+0.64%
Quarters Held
5
position exited

Position History LULU

Reported value by quarter
Q2 ’24: $4MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $21MQ4 ’24Q1 ’25: $16MQ1 ’25Q2 ’25: $11MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202546.5K$11M+0.64%
Q1 202555.5K$16M+1.28%
Q4 202455.5K$21M+1.18%
Q3 202415.5K$4M+0.22%
Q2 202413.0K$4M+0.20%

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