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Disclosery

Rule One Partners, LLC: LULU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rule One Partners, LLC on LULU, newest first. How the timeline and the estimate are built.

Rule One Partners, LLC held 127,600 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,600 shares
    Change vs previous 13F +23,400 shares

    15.7% of the 13F portfolio, value $14,583,404.

    13F-HR 0002040263-26-000004 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 104,200 shares
    Change vs previous 13F 0 shares

    15.87% of the 13F portfolio, value $15,953,020.

    13F-HR 0002040263-26-000003 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 104,200 shares
    Change vs previous 13F 0 shares

    26.1% of the 13F portfolio, value $21,653,802.

    13F-HR 0002040263-26-000001 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 104,200 shares
    Change vs previous 13F +62,000 shares

    16.61% of the 13F portfolio, value $18,663,262.

    13F-HR 0002040263-25-000006 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,200 shares
    Change vs previous 13F +35,200 shares

    9.06% of the 13F portfolio, value $10,025,876.

    13F-HR 0002040263-25-000003 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,000 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $1,981,420.

    13F-HR 0002040263-25-000002 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,000 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $2,676,870.

    13F-HR 0002040263-25-000001 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).