Is lululemon athletica inc. (LULU) A Good Stock To Buy Now?
Is LULU a good stock to buy? We came across a bullish thesis on lululemon athletica inc. on Compounding Lab’s Substack. In this article, we will summarize the bulls’ thesis on LULU.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 2,119,300 | $324,464,830 | -48% | 0.05% | |
| 2. | 1,530,700 | $234,350,170 | -47% | 0.04% | |
| 3. | AQR Capital Management Cliff Asness | 1,495,866 | $223,257,976 | +3787% | 0.1% |
| 4. | 1,152,100 | $176,386,510 | -4% | 0.11% | |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,057,648 | $161,925,908 | -56% | 0.16% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $117.05 | 4,275 | $500,383.62 | 10,365 | 2026-06-15 | Filing | |
| $151.02 | 3,275 | $494,590.50 | 34,551 | 2026-04-01 | Filing | |
| $164.20 | 6,090 | $999,978.00 | 6,090 | 2026-03-20 | Filing | |
| $260.00 | 4,000 | $1,040,000.00 | 89,922 | 2024-09-03 | Filing | |
| $389.00 | 3,000 | $1,167,000.00 | 89,445 | 2024-03-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $161.00 | 622 | $100,142.00 | 19,156 | 2026-04-08 | Filing | |
| $211.37 | 2,658 | $561,821.46 | 25,626 | 2025-12-30 | Filing | |
| $204.08 | 11,605 | $2,368,348.40 | 5,318 | 2025-12-16 | Filing | |
| $203.48 | 1,906 | $387,832.88 | 16,923 | 2025-12-16 | Filing | |
| $178.00 | 615 | $109,470.00 | 8,993 | 2025-09-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,501,548 | $1,454,686,939 | 0.03% | |
| 2. | 6,930,622 | $1,061,078,228 | 0.02% | |
| 3. | 5,171,332 | $791,730,929 | 0.04% | |
| 4. | 4,635,900 | $709,756,290 | 0.08% | |
| 5. | 4,521,326 | $692,215,011 | 0.02% |