LULU β€” LULULEMON ATHLETICA INC

Ownership history in BRIGHTON JONES LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which BRIGHTON JONES LLC 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
0.02% (2025 Q2)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
11

Position Intelligence

BRIGHTON JONES LLC Γ— LULU AI Analytics

πŸ“‰ BRIGHTON JONES LLC underperformed the S&P 500 by –54.9% annually on this LULU position. Timing score: 30% (3/10 decisions correct). Average cost basis: $314.10. Maximum drawdown during holding period: –65.2%.

πŸ“ˆ Position Alpha vs SPY
-54.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 54.9% ann.
8 quarters analyzed

⏱️ Timing Score
30%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct

πŸ’° Entry Quality
$314.10
-43.4% vs current ($177.93)

Best entry: $237.58 (2025 Q2)  Β·  Worst: $511.29 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–65.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
64%
buy-side decisions

7 adds Β· 4 trims. Bought during 4 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% 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 Q3 REDUCED 1,672 -788 -32.0% 0.01% $297K $177.93
2025 Q2 ADDED 2,460 +855 +53.3% 0.02% $584K $237.58
2025 Q1 ADDED 1,605 +484 +43.2% 0.01% $454K $283.06
2024 Q4 ADDED 1,121 +391 +53.6% 0.01% $429K $382.41
2024 Q1 REDUCED 730 -1 -0.1% 0.01% $285K $390.65
2023 Q4 ADDED 731 +87 +13.5% 0.02% $374K $511.29
2023 Q3 REDUCED 644 -172 -21.1% 0.01% $248K $385.61
2023 Q2 ADDED 816 +223 +37.6% 0.02% $309K $378.50
2023 Q1 REDUCED 593 -100 -14.4% 0.01% $216K $364.19
2022 Q4 ADDED 693 +47 +7.3% 0.01% $222K $320.38
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LULU

As of 2025 Q4 β€” sorted by position size

Integrated Financial Solutions, Inc. 15.56% VR Advisory Services Ltd 3Y 7Y 4.69% Leibman Financial Services, Inc. 3.33% Rule One Partners, LLC 3.16% Stelac Advisory Services LLC 3Y 7Y 2.58% Tairen Capital Ltd 3Y 7Y 2.28% Tyro Capital Management LLC 2.18% Anomaly Capital Management, LP 3Y 2.15% WINSLOW ASSET MANAGEMENT INC 3Y 7Y 1.88% BENDER ROBERT & ASSOCIATES 3Y 7Y 1.87%
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