LULU β€” LULULEMON ATHLETICA INC

Ownership history in Bayesian Capital Management, LP  Β·  21 quarters on record

This page tracks every 13F SEC filing in which Bayesian Capital Management, LP reported a position in LULULEMON ATHLETICA INC (LULU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.53% (2018 Q2)
πŸ“Š Avg. % of fund
0.62%
πŸ“… First filed
2016 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
21

Position Intelligence

Bayesian Capital Management, LP Γ— LULU AI Analytics

πŸ“‰ Bayesian Capital Management, LP underperformed the S&P 500 by –60.4% annually on this LULU position. Timing score: 35% (7/20 decisions correct). Average cost basis: $167.20. Maximum drawdown during holding period: –46.9%.

πŸ“ˆ Position Alpha vs SPY
-60.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 60.4% ann.
6 quarters analyzed

⏱️ Timing Score
35%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
7 of 20 add/trim decisions correct

πŸ’° Entry Quality
$167.20
+24.3% vs current ($207.81)

Best entry: $62.25 (2017 Q3)  Β·  Worst: $385.61 (2023 Q3)

πŸ›‘οΈ Drawdown Resilience
–46.9%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

12 adds Β· 9 trims. Bought during 3 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Bayesian Capital Management, LP has been actively increasing its LULU allocation β€” a bullish signal from insiders.
Currently 1.5% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LULU price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,158 -8,444 -72.8% 1.50% $656K $207.81
2024 Q4 ADDED 11,602 +9,180 +379.0% 0.54% $4.4M $382.41
2024 Q3 REDUCED 2,422 -13,578 -84.9% 0.08% $657K $271.35
2024 Q2 ADDED 16,000 +3,600 +29.0% 0.55% $4.8M $298.70
2023 Q3 ADDED 12,400 +3,000 +31.9% 0.55% $4.8M $385.61
2023 Q2 REDUCED 9,400 -17,000 -64.4% 0.38% $3.6M $378.50
2023 Q1 ADDED 26,400 +19,938 +308.5% 1.19% $9.6M $364.19
2022 Q3 ADDED 6,462 +3,462 +115.4% 0.37% $1.8M $279.56
2022 Q2 ADDED 3,000 +1,742 +138.5% 0.15% $818K $272.61
2021 Q4 REDUCED 1,258 -42 -3.2% 0.16% $492K $391.45
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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