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
- 16
- Reported value
- $2.3bn
- Buyers
- 11
- Sellers
- 6
Breadth +5 among 95 comparable managers.
Tesla Inc
- Holders
- 41
- Reported value
- $82.7bn
- Buyers
- 29
- Sellers
- 15
Breadth +14 among 95 comparable managers.
Who holds both, Q3 2025
Both (11)
AllianceBernstein LP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP
Only LULU (5)
Eisler Capital Management Ltd, Freestone Grove Partners LP, Maverick Capital Ltd, Scion Asset Management LLC, Voloridge Investment Management LLC
Only TSLA (30)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, and 5 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.