KPS Global Asset Management UK Ltd 13F Holdings · Q2 2026
KPS Global Asset Management UK Ltd reported 4 securities worth $620.05M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CVNA (79.62%), NOW (12.41%), SPOT (7.89%). Among its top 25 positions this quarter: 1 new, 2 added, 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $493.6M | 79.62% | 7.5M | Added |
| 2 | NOW | SERVICENOW INC | $76.9M | 12.41% | 775,000 | Added |
| 3 | SPOT | SPOTIFY TECHNOLOGY S A | $48.9M | 7.89% | 106,520 | Trimmed |
| 4 | CDLX | CARDLYTICS INC | $547,255 | 0.09% | 121,883 | New |
| 5 | CDLX | CARDLYTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR