LULU β€” LULULEMON ATHLETICA INC

Ownership history in Point72 (DIFC) Ltd  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Point72 (DIFC) Ltd 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
0.2% (2025 Q1)
πŸ“Š Avg. % of fund
0.09%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q2
⏱ Quarters held
5

Position Intelligence

Point72 (DIFC) Ltd Γ— LULU AI Analytics

πŸ“‰ Point72 (DIFC) Ltd underperformed the S&P 500 by –26.8% annually on this LULU position. Timing score: 50% (2/4 decisions correct). Average cost basis: $282.87. Maximum drawdown during holding period: –16.1%.

πŸ“ˆ Position Alpha vs SPY
-26.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 26.8% ann.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$282.87
-16.0% vs current ($237.58)

Best entry: $237.58 (2025 Q2)  Β·  Worst: $283.06 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–16.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 0 of 1 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 0.0% 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 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 200 +100 +100.0% 0.00% $48K $237.58
2025 Q2 REDUCED 100 -13,700 -99.3% 0.00% $24K $237.58
2025 Q1 ADDED 13,800 +7,042 +104.2% 0.16% $3.9M $283.06
2025 Q1 REDUCED 6,758 -10,042 -59.8% 0.08% $1.9M $283.06
2025 Q1 INITIATED 16,800 β€” β€” 0.20% $4.8M $283.06

🏒 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%
← Back to Point72 (DIFC) Ltd Holdings