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
Q2 		$12.9M Sell
1,730,378
-712,675
-29% -$5.69M 1.36% 7
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

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
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

Sylebra Capital's LUXE Position: Q2 2026 in Review

Sylebra Capital reduced its LuxExperience B.V. (LUXE) stake by 29% in Q2 2026, selling an estimated $5.69M and leaving 1,730,378 shares worth $12.9M. The position accounts for 1.36% of the portfolio, ranked #7.

Sylebra Capital first reported a position in LUXE in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.4M in Q3 2025. 58 funds tracked by Wall St. Rank hold LUXE as of Q2 2026.

  • Sylebra Capital held 1,730,378 shares of LuxExperience B.V. worth $12.9M as of Q2 2026.
  • Sylebra Capital sold 712,675 LuxExperience B.V. shares in Q2 2026, an estimated $5.69M.
  • LuxExperience B.V. made up 1.36% of Sylebra Capital's portfolio in Q2 2026, its #7 holding.
  • Sylebra Capital first reported a position in LuxExperience B.V. in Q3 2023 and has held it in 12 quarters since.
  • Sylebra Capital's LuxExperience B.V. position peaked at $31.4M in Q3 2025.
  • 58 funds tracked by Wall St. Rank held LuxExperience B.V. as of Q2 2026.

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