Current position

Ray Dalio’s Lululemon Athletica Inc (LULU) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2014Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares195.93KHighest verified quarter-end share count
Quarters reported31Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Lululemon Athletica Inc in Q3 2014. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 28.89K shares. The latest verified filing showed: Bought 420.7% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 420.7% more+23.34K shares · 28.89K shares reported after the change
Filing context

Quarter-end price $114.18 · Estimated holding basis $124.08

Q1 2026
Bought 96.9% more+2.73K shares · 5.55K shares reported after the change
Filing context

Quarter-end price $153.10 · Estimated holding basis $165.71

Q4 2025
Sold 85.3% of the position−16.34K shares · 2.82K shares remained
Filing context

Quarter-end price $207.81 · Estimated holding basis $177.93

Q3 2025
New position+19.16K shares · 19.16K shares reported
Filing context

Quarter-end price $177.93 · Estimated holding basis $177.93

Q1 2025
Sold the entire position−38.64K shares · No shares reported at quarter-end
Q4 2024
Sold 72.4% of the position−101.39K shares · 38.64K shares remained
Filing context

Quarter-end price $382.41 · Estimated holding basis $322.25

5 unchanged quarters are collapsed by default.

Portfolio importance

How important is Lululemon Athletica Inc in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#575of 997 reported positions
Peak portfolio weight0.3%Q1 2021
Best historical rank#34Q2 2020
At peak importanceQ1 2021
LULU
0.3%
Largest holding
11.0%
Cross-investor discovery

Who else owns Lululemon Athletica Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Michael BurryScion Asset Management
LULU26.1% of reported portfolio
Joel GreenblattGotham Asset Management
LULU0.1% of reported portfolio
Explore Lululemon Athletica Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$98.062026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$114.18Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$124.08Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.