Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  lululemon athletica inc. (LULU)
← All LULU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 142,600 0.80 Reduce 1.13% 0.01 $143.96–217.22 · VW $174.35i $21,832,060 SEC
2025   Q4 144,237 1.00 Add 0.16% <0.01 $160.46–225.98 · VW $187.85i $29,973,891 SEC
2025   Q3 144,001 0.87 Add 0.02% <0.01 $159.25–252.24 · VW $193.39i $25,622,098 SEC
2025   Q2 143,977 1.17 Add 0.56% <0.01 $219.97–340.25 · VW $273.00i $34,206,056 SEC
2025   Q1 143,169 1.49 Reduce 0.14% <0.01 $280.83–423.32 · VW $354.11i $40,525,417 SEC
2024   Q4 143,368 2.00 Add 1.34% 0.03 $256.50–420.21 · VW $329.99i $54,825,357 SEC
2024   Q3 141,477 1.46 Add 8.73% 0.12 $226.01–304.39 · VW $262.68i $38,389,784 SEC
2024   Q2 130,113 1.64 Add 0.67% 0.01 $293.03–394.00 · VW $329.32i $38,864,753 SEC
2024   Q1 129,251 2.05 Add 6.14% 0.12 $385.88–508.92 · VW $442.67i $50,491,903 SEC
2023   Q4 121,777 2.93 Add 0.99% 0.03 $354.66–516.39 · VW $425.77i $62,263,362 SEC
2023   Q3 120,589 2.52 Add 4.06% 0.10 $359.81–406.94 · VW $382.58i $46,500,324 SEC
2023   Q2 115,880 2.31 Add 1.58% 0.04 $326.93–389.06 · VW $362.00i $43,860,580 SEC
2023   Q1 114,077 2.50 Add 3.85% 0.09 $286.58–370.25 · VW $325.27i $41,545,703 SEC
2022   Q4 109,845 2.18 Add 83.22% 0.99 $279.10–386.70 · VW $335.25i $35,192,141 SEC
2022   Q3 59,953 1.14 Add 1199.09% 1.05 $258.79–355.59 · VW $303.18i $16,760,000 SEC
2022   Q2 4,615 0.08 $272.59 $1,258,000 SEC
2022   Q1 4,615 0.10 $365.33 $1,686,000 SEC
2021   Q4 4,615 0.10 $391.55 $1,807,000 SEC
2021   Q3 4,615 0.11 $404.77 $1,868,000 SEC
2021   Q2 4,615 0.10 $364.90 $1,684,000 SEC
2021   Q1 4,615 0.09 $306.61 $1,415,000 SEC
2020   Q4 4,615 0.12 $348.00 $1,606,000 SEC
2020   Q3 4,615 0.14 Reduce 0.65% <0.01 $287.21–399.90 · VW $337.66i $1,520,000 SEC
2020   Q2 4,645 0.14 $311.95 $1,449,000 SEC
2020   Q1 4,645 0.11 $189.45 $880,000 SEC
2019   Q4 4,645 0.10 $231.65 $1,076,000 SEC
2019   Q3 4,645 0.09 $192.47 $894,000 SEC
2019   Q2 4,645 0.08 $180.19 $837,000 SEC
2019   Q1 4,645 0.09 Add 0.98% <0.01 $118.28–171.45 · VW $149.98i $761,000 SEC
2018   Q4 4,600 0.07 $121.52 $559,000 SEC
2018   Q3 4,600 0.09 $162.39 $747,000 SEC
2018   Q2 4,600 0.08 $124.78 $574,000 SEC
2018   Q1 4,600 0.06 $89.13 $410,000 SEC
2017   Q4 4,600 0.05 $78.70 $362,000 SEC
2017   Q3 4,600 0.05 Buy 0.05 $56.56–63.86 · VW $60.20i $286,000 SEC
Price snapshot:
Current price$120.30
Avg. buy price$302.01
+/- since buy-60.17%
52-week low$104.44
52-week high$236.19