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
- $2.6bn
- Buyers
- 19
- Sellers
- 18
Breadth +1 among 92 comparable managers.
Tesla Inc
- Holders
- 43
- Reported value
- $101bn
- Buyers
- 25
- Sellers
- 19
Breadth +6 among 92 comparable managers.
Who holds both, Q4 2025
Both (12)
Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Walleye Capital LLC
Only LULU (4)
Freestone Grove Partners LP, Maverick Capital Ltd, Point72 Asset Management LP, Quantbot Technologies LP
Only TSLA (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, and 6 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.