Holders over time
- LULU
- TSLA
| Quarter | LULU | TSLA |
|---|---|---|
| Q3 2020 | 25 holders, $10.7bn | 33 holders, $52.5bn |
| Q4 2020 | 17 holders, $11.6bn | 33 holders, $78.8bn |
| Q1 2021 | 18 holders, $10.4bn | 32 holders, $60.5bn |
| Q2 2021 | 22 holders, $13.6bn | 34 holders, $57.9bn |
| Q3 2021 | 16 holders, $14.8bn | 29 holders, $65.0bn |
| Q4 2021 | 22 holders, $14.4bn | 44 holders, $90.0bn |
| Q1 2022 | 20 holders, $13.2bn | 38 holders, $93.9bn |
| Q2 2022 | 20 holders, $9.7bn | 37 holders, $56.6bn |
| Q3 2022 | 24 holders, $9.5bn | 41 holders, $68.2bn |
| Q4 2022 | 23 holders, $11.3bn | 37 holders, $43.7bn |
| Q1 2023 | 32 holders, $13.7bn | 33 holders, $39.6bn |
| Q2 2023 | 31 holders, $13.4bn | 32 holders, $46.9bn |
| Q3 2023 | 27 holders, $13.0bn | 33 holders, $41.9bn |
| Q4 2023 | 22 holders, $15.4bn | 28 holders, $41.2bn |
| Q1 2024 | 19 holders, $11.3bn | 32 holders, $26.9bn |
| Q2 2024 | 21 holders, $8.7bn | 33 holders, $32.6bn |
| Q3 2024 | 14 holders, $6.1bn | 37 holders, $45.5bn |
| Q4 2024 | 26 holders, $9.9bn | 44 holders, $74.6bn |
| Q1 2025 | 17 holders, $8.4bn | 41 holders, $43.6bn |
| Q2 2025 | 17 holders, $4.9bn | 40 holders, $52.7bn |
| Q3 2025 | 16 holders, $2.3bn | 41 holders, $82.7bn |
| Q4 2025 | 16 holders, $2.6bn | 43 holders, $101bn |
| Q1 2026 | 13 holders, $1.5bn | 41 holders, $84.4bn |
| Q2 2026 | 6 holders, $175m | 43 holders, $94.7bn |
Lululemon Athletica Inc
- Holders
- 19
- Reported value
- $11.3bn
- Buyers
- 14
- Sellers
- 9
Breadth +5 among 93 comparable managers.
Tesla Inc
- Holders
- 32
- Reported value
- $26.9bn
- Buyers
- 13
- Sellers
- 20
Breadth -7 among 93 comparable managers.
Who holds both, Q1 2024
Both (10)
AllianceBernstein LP, Capital World Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Winton Group Ltd
Only LULU (9)
Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Holocene Advisors LP, MFS Investment Management, Wellington Management Group LLP, Woodline Partners LP
Only TSLA (22)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.