John Overdeck’s LuxExperience B.V. LUXE Stock Holding History

John Overdeck’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	$93.4K	Buy	+12,576	New	+$100K	﹤0.01%	4900
2025 Q3	–	Sell	-12,762	Closed	-$101K	–	3825
2025 Q2	$101K	Sell	12,762 -20,707	-62%	-$172K	﹤0.01%	2996
2025 Q1	$253K	Buy	33,469 +11,307	+51%	+$105K	﹤0.01%	2782
2024 Q4	$157K	Buy	+22,162	New	+$148K	﹤0.01%	2911
2023 Q4	–	Sell	-10,216	Closed	-$34.7K	–	3295
2023 Q3	$34.7K	Sell	10,216 -25,386	-71%	-$94.6K	﹤0.01%	2844
2023 Q2	$142K	Buy	+35,602	New	+$170K	﹤0.01%	2707
2023 Q1	–	Sell	-27,107	Closed	-$242K	–	3118
2022 Q4	$242K	Buy	+27,107	New	+$280K	﹤0.01%	2329
2022 Q2	–	Sell	-46,730	Closed	-$572K	–	2790
2022 Q1	$572K	Buy	+46,730	New	+$709K	﹤0.01%	1955

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

AGAM

Avalon Global Asset Management San Francisco, California $917M AUM 87.67% 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

John Overdeck's LUXE Position: Q2 2026 in Review

John Overdeck opened a new position in LuxExperience B.V. (LUXE) in Q2 2026: 12,576 shares worth $93.4K. The stake represents ﹤0.01% of the portfolio and ranks #4900 among its holdings. This is a return to the name: John Overdeck previously reported a position in LUXE as recently as Q2 2025.

John Overdeck first reported a position in LUXE in Q1 2022 and has held it in 8 quarters since. The position peaked at $572K in Q1 2022. 58 funds tracked by Wall St. Rank hold LUXE as of Q2 2026.

John Overdeck held 12,576 shares of LuxExperience B.V. worth $93.4K as of Q2 2026.
LuxExperience B.V. was a new John Overdeck position in Q2 2026.
LuxExperience B.V. made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4900 holding.
John Overdeck first reported a position in LuxExperience B.V. in Q1 2022 and has held it in 8 quarters since.
John Overdeck's LuxExperience B.V. position peaked at $572K in Q1 2022.
58 funds tracked by Wall St. Rank held LuxExperience B.V. as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.