LongLULUAug 2026
lululemon athletica inc.
The Lululemon thesis was based on a high-quality business trading below what its historical fundamentals appeared to justify, including a debt-free balance sheet, strong gross…
LULU
Which hedge funds are long LULU?
1 published idea on lululemon athletica inc. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on lululemon athletica inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.