SEC 13F Intelligence

Rule One Partners, LLC / LULU

Rule One Partners, LLC’s Lululemon Athletica Inc Position

Does Rule One Partners, LLC own Lululemon Athletica Inc (LULU)? Yes — 104.2K shares worth $16M (+15.84% of its 13F portfolio) as of Q1 2026.

Position Value
$16M
Q1 2026
Shares
104.2K
% of Portfolio
+15.84%
Quarters Held
6
currently held

Position History LULU

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $19MQ3 ’25Q4 ’25: $22MQ4 ’25Q1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026104.2K$16M+15.84%
Q4 2025104.2K$22M+3.16%
Q3 2025104.2K$19M+2.63%
Q2 202542.2K$10M+5.44%
Q1 20257.0K$2M+0.77%
Q4 20247.0K$3M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rule One Partners, LLC’s full portfolio or all institutional holders of LULU.