Luxexperience BV (LUXE) — Smart Money Tracker (13F, Q2 2026)

LUXE ranks #5790 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

LUXE is a top-conviction position for Stoic Point Capital Management LLC — at 11.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LUXE belongs to Portolan Capital Management, LLC, but the position matters far more to Stoic Point Capital Management LLC, who has 11.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Portolan Capital Management, LLC has added to its LUXE position for two straight quarters, increasing it by $7.9M to reach $30.1M today.

Sylebra Capital LLC has trimmed its LUXE position for two straight quarters, cutting it by $11.5M while still holding $12.9M.

LUXE is up 2.4% today, and institutions have been net buyers of $6.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LUXE closed its latest fiscal year with net income of $570.0M.

• Profitable — net income of $570.0M in the latest fiscal year
• Revenue grew 50.1% year over year
• Net income improved year over year, from -$24.9M to $570.0M
• Operating cash flow was negative, using $30.5M in cash
• Current ratio of 2.52x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.67x equity — within a conventional range