KPS Global Asset Management UK Ltd 13F holdings
KPS Global Asset Management UK Ltd reported 4 positions with a total reported value of $620.0M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-20. Top holdings by reported value: CVNA CARVANA CO (79.6%), NOW SERVICENOW INC (12.4%), SPOT SPOTIFY TECHNOLOGY S A (7.9%), CDLX CARDLYTICS INC (<0.1%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when KPS Global Asset Management UK Ltd files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
4 largest of 4 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CVNA CARVANA CO | 7,500,000 | $493.6M | 79.6% |
| NOW SERVICENOW INC | 775,000 | $76.9M | 12.4% |
| SPOT SPOTIFY TECHNOLOGY S A | 106,520 | $48.9M | 7.9% |
| CDLX CARDLYTICS INC | 121,883 | $547.3K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVNA CARVANA CO | 1,500,000 | 7,500,000 | +400.0% | $493.6M |
| NOW SERVICENOW INC | 700,000 | 775,000 | +10.7% | $76.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SPOT SPOTIFY TECHNOLOGY S A | 150,000 | 106,520 | -29.0% | $48.9M |
| CDLX CARDLYTICS INC | 1,218,830 | 121,883 | -90.0% | $547.3K |
CIK 1799162 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
