本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
KPS Global Asset Management UK Ltd (CIK 1799162) reported $620.0M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CVNA ($493.6M, 79.62%), NOW ($76.9M, 12.41%), SPOT ($48.9M, 7.89%), CDLX ($547,255, 0.09%), CDLX ($0, 0.00%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30