Avalon Global Asset Management’s LuxExperience B.V. LUXE Stock Holding History

Avalon Global Asset Management’s Portfolio LUXE Stock Details LUXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.06M	Hold	950,000	–	–	0.77%	36
2026 Q1	$7.6M	Hold	950,000	–	–	1.05%	35
2025 Q4	$7.93M	Hold	950,000	–	–	1.28%	33
2025 Q3	$8.07M	Buy	950,000 +95,000	+11%	+$791K	0.92%	29
2025 Q2	$6.79M	Buy	855,000 +50,000	+6%	+$415K	0.81%	32
2025 Q1	$6.09M	Hold	805,000	–	–	0.85%	30
2024 Q4	$5.72M	Buy	805,000 +105,000	+15%	+$703K	1.37%	28
2024 Q3	$2.67M	Hold	700,000	–	–	0.4%	38
2024 Q2	$3.57M	Buy	700,000 +90,000	+15%	+$413K	0.81%	34
2024 Q1	$1.94M	Buy	610,000 +50,000	+9%	+$160K	0.28%	42
2023 Q4	$1.79M	Sell	560,000 -77,000	-12%	-$240K	0.63%	29
2023 Q3	$2.17M	Buy	637,000 +50,000	+9%	+$186K	0.85%	30
2023 Q2	$2.35M	Buy	587,000 +492,000	+518%	+$2.34M	0.87%	27
2023 Q1	$668K	Buy	95,000 +20,000	+27%	+$182K	0.33%	30
2022 Q4	$668K	Sell	75,000 -75,000	-50%	-$773K	0.42%	24
2022 Q3	$1.73M	Hold	150,000	–	–	0.79%	30
2022 Q2	$1.48M	Hold	150,000	–	–	0.45%	37
2022 Q1	$1.83M	Buy	150,000 +60,000	+67%	+$910K	0.43%	45
2021 Q4	$1.91M	Buy	90,000 +15,000	+20%	+$385K	0.67%	28
2021 Q3	$2.02M	Buy	75,000 +25,000	+50%	+$732K	0.32%	54
2021 Q2	$1.52M	Buy	+50,000	New	+$1.49M	0.25%	50

Other funds holding LUXE

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return

SPCM

Stoic Point Capital Management Palo Alto, California $121M AUM

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

PLC

Pillsbury Lake Capital San Francisco, California $366M AUM

Nixon Capital Austin, Texas $318M AUM 22.58% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

DJE Kapital 82049 Pullach, Germany $5.31B AUM 55.53% 1-Year Est. Return

Avalon Global Asset Management's LUXE Position: Q2 2026 in Review

Avalon Global Asset Management held its LuxExperience B.V. (LUXE) position steady in Q2 2026 at 950,000 shares worth $7.06M. The position accounts for 0.77% of the portfolio, ranked #36.

Avalon Global Asset Management first reported a position in LUXE in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.07M in Q3 2025. 58 funds tracked by Wall St. Rank hold LUXE as of Q2 2026.

Avalon Global Asset Management held 950,000 shares of LuxExperience B.V. worth $7.06M as of Q2 2026.
Avalon Global Asset Management left its LuxExperience B.V. share count unchanged in Q2 2026.
LuxExperience B.V. made up 0.77% of Avalon Global Asset Management's portfolio in Q2 2026, its #36 holding.
Avalon Global Asset Management first reported a position in LuxExperience B.V. in Q2 2021 and has held it in 21 quarters since.
Avalon Global Asset Management's LuxExperience B.V. position peaked at $8.07M in Q3 2025.
58 funds tracked by Wall St. Rank held LuxExperience B.V. as of Q2 2026.

Based on Avalon Global Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.