Polen Capital Management’s LuxExperience B.V. LUXE Stock Holding History

Polen Capital 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 Q1	–	Sell	-50,258	Closed	-$420K	–	261
2025 Q4	$420K	Buy	50,258 +19,754	+65%	+$176K	﹤0.01%	187
2025 Q3	$259K	Buy	30,504 +45	+0.1%	+$375	﹤0.01%	214
2025 Q2	$242K	Buy	+30,459	New	+$253K	﹤0.01%	235
2023 Q3	–	Sell	-51,576	Closed	-$206K	–	104
2023 Q2	$206K	Sell	51,576 -58,800	-53%	-$280K	﹤0.01%	100
2023 Q1	$776K	Buy	110,376 +35,049	+47%	+$318K	﹤0.01%	90
2022 Q4	$671K	Sell	75,327 -7,590	-9%	-$78.3K	﹤0.01%	89
2022 Q3	$955K	Buy	82,917 +390	+0.5%	+$5K	﹤0.01%	80
2022 Q2	$815K	Buy	82,527 +20,498	+33%	+$232K	﹤0.01%	82
2022 Q1	$759K	Buy	62,029 +6,729	+12%	+$102K	﹤0.01%	84
2021 Q4	$1.17M	Buy	+55,300	New	+$1.42M	﹤0.01%	82

Other funds holding LUXE

WCM

Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

SPCM

Stoic Point Capital Management Palo Alto, California $103M AUM

Nixon Capital Austin, Texas $293M AUM 19.56% 1-Year Est. Return

PLC

Pillsbury Lake Capital San Francisco, California $221M AUM

CFM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AGAM

Avalon Global Asset Management San Francisco, California $724M AUM 52.97% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Polen Capital Management's LUXE Position: Q1 2026 in Review

Polen Capital Management sold out of LuxExperience B.V. (LUXE) in Q1 2026, closing a stake of 50,258 shares — an estimated $420K sold.

Polen Capital Management first reported a position in LUXE in Q4 2021 and held it in 10 quarters. The position peaked at $1.17M in Q4 2021. 53 funds tracked by Wall St. Rank hold LUXE as of Q1 2026.

Polen Capital Management reported no remaining LuxExperience B.V. position as of Q1 2026 after selling out during the quarter.
Polen Capital Management sold 50,258 LuxExperience B.V. shares in Q1 2026, an estimated $420K.
Polen Capital Management first reported a position in LuxExperience B.V. in Q4 2021 and held it in 10 quarters.
Polen Capital Management's LuxExperience B.V. position peaked at $1.17M in Q4 2021.
53 funds tracked by Wall St. Rank held LuxExperience B.V. as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.