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
- 17
- Reported value
- $4.9bn
- Buyers
- 11
- Sellers
- 6
Breadth +5 among 95 comparable managers.
Tesla Inc
- Holders
- 40
- Reported value
- $52.7bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 95 comparable managers.
Who holds both, Q2 2025
Both (11)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, T. Rowe Price Associates Inc, Walleye Capital LLC, Winton Group Ltd
Only LULU (6)
ExodusPoint Capital Management LP, Freestone Grove Partners LP, Maverick Capital Ltd, Point72 Asset Management LP, Scion Asset Management LLC, Verition Fund Management LLC
Only TSLA (29)
Acadian Asset Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, and 4 more
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.