SC
LUXE

Sylebra Capital’s LuxExperience B.V. LUXE Stock Holding History

Sylebra Capital’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 		$19.5M Sell
2,443,053
-478,181
-16% -$4.1M 2.53% 8
2025
Q4 		$24.4M Sell
2,921,234
-767,120
-21% -$6.85M 2.12% 7
2025
Q3 		$31.4M Hold
3,688,354
– – 1.73% 9
2025
Q2 		$29.3M Hold
3,688,354
– – 1.19% 10
2025
Q1 		$27.9M Sell
3,688,354
-248,668
-6% -$2.3M 1.4% 16
2024
Q4 		$28M Buy
3,937,022
+41,624
+1% +$279K 1.05% 18
2024
Q3 		$14.8M Hold
3,895,398
– – 0.49% 25
2024
Q2 		$19.9M Hold
3,895,398
– – 0.74% 24
2024
Q1 		$12.4M Buy
3,895,398
+41,914
+1% +$134K 0.41% 28
2023
Q4 		$12.3M Buy
3,853,484
+35,191
+0.9% +$110K 0.47% 22
2023
Q3 		$13M Buy
+3,818,293
New +$14.2M 0.69% 19

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
SPCM
Stoic Point Capital Management Palo Alto, California $103M AUM
NC
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 $641M AUM 61.79% 1-Year Est. Return
Invesco
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
DK
DJE Kapital 82049 Pullach, Germany $4.51B AUM 49.55% 1-Year Est. Return

Sylebra Capital's LUXE Position: Q1 2026 in Review

Sylebra Capital reduced its LuxExperience B.V. (LUXE) stake by 16% in Q1 2026, selling an estimated $4.1M and leaving 2,443,053 shares worth $19.5M. The position accounts for 2.53% of the portfolio, ranked #8.

Sylebra Capital first reported a position in LUXE in Q3 2023 and has held it in 11 quarters since. The position peaked at $31.4M in Q3 2025. 53 funds tracked by Wall St. Rank hold LUXE as of Q1 2026.

  • Sylebra Capital held 2,443,053 shares of LuxExperience B.V. worth $19.5M as of Q1 2026.
  • Sylebra Capital sold 478,181 LuxExperience B.V. shares in Q1 2026, an estimated $4.1M.
  • LuxExperience B.V. made up 2.53% of Sylebra Capital's portfolio in Q1 2026, its #8 holding.
  • Sylebra Capital first reported a position in LuxExperience B.V. in Q3 2023 and has held it in 11 quarters since.
  • Sylebra Capital's LuxExperience B.V. position peaked at $31.4M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held LuxExperience B.V. as of Q1 2026.

Based on Sylebra Capital's 13F filing for Q1 2026, filed 18 May 2026.