PCM
LUXE

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

Portolan 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
Q2 		$30.1M Buy
4,053,147
+319,204
+9% +$2.55M 1.13% 26
2026
Q1 		$29.9M Buy
3,733,943
+1,073,269
+40% +$9.21M 1.59% 18
2025
Q4 		$22.2M Buy
2,660,674
+1,099,408
+70% +$9.81M 1.19% 24
2025
Q3 		$13.3M Sell
1,561,266
-1,499,271
-49% -$12.5M 0.72% 46
2025
Q2 		$24.3M Buy
3,060,537
+431,809
+16% +$3.59M 1.52% 16
2025
Q1 		$19.9M Buy
2,628,728
+725,443
+38% +$6.72M 1.51% 20
2024
Q4 		$13.5M Buy
1,903,285
+97,527
+5% +$653K 0.91% 35
2024
Q3 		$6.88M Buy
1,805,758
+422,942
+31% +$1.68M 0.5% 69
2024
Q2 		$7.05M Buy
1,382,816
+670,821
+94% +$3.08M 0.58% 61
2024
Q1 		$2.26M Buy
711,995
+75,205
+12% +$240K 0.17% 105
2023
Q4 		$2.03M Buy
+636,790
New +$1.98M 0.18% 112
2023
Q2 		– Sell
-106,142
Closed -$746K – 153
2023
Q1 		$746K Buy
+106,142
New +$964K 0.07% 133

Other funds holding LUXE

WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
SPCM
Stoic Point Capital Management Palo Alto, California $121M AUM
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M AUM
NC
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
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
DK
DJE Kapital 82049 Pullach, Germany $5.31B AUM 55.53% 1-Year Est. Return

Portolan Capital Management's LUXE Position: Q2 2026 in Review

Portolan Capital Management increased its LuxExperience B.V. (LUXE) stake by 8.5% in Q2 2026, buying an estimated $2.55M and bringing the position to 4,053,147 shares worth $30.1M. The position accounts for 1.13% of the portfolio, ranked #26.

Portolan Capital Management first reported a position in LUXE in Q1 2023 and has held it in 12 quarters since. 57 funds tracked by Wall St. Rank hold LUXE as of Q2 2026.

  • Portolan Capital Management held 4,053,147 shares of LuxExperience B.V. worth $30.1M as of Q2 2026.
  • Portolan Capital Management bought 319,204 LuxExperience B.V. shares in Q2 2026, an estimated $2.55M.
  • LuxExperience B.V. made up 1.13% of Portolan Capital Management's portfolio in Q2 2026, its #26 holding.
  • Portolan Capital Management first reported a position in LuxExperience B.V. in Q1 2023 and has held it in 12 quarters since.
  • 57 funds tracked by Wall St. Rank held LuxExperience B.V. as of Q2 2026.

Based on Portolan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.