KPS Global Asset Management UK Ltd

CIK 0001799162 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗

KPS Global Asset Management UK Ltd reported 4 positions worth $620.0M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: CVNA (79.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$620.0M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

4 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	CVNA	CARVANA CO	SH	$493.6M	79.62%	7,500,000	—	—
▸ 2	NOW	SERVICENOW INC	SH	$76.9M	12.41%	775,000	—	—
▸ 3	SPOT	SPOTIFY TECHNOLOGY S A	SH	$48.9M	7.89%	106,520	—	—
▸ 4	CDLX	CARDLYTICS INC	SH	$547.3K	0.09%	121,883	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does KPS Global Asset Management UK Ltd hold as of Q2 2026?

KPS Global Asset Management UK Ltd reported 4 positions worth $620.0M in its Q2 2026 13F filing. Largest positions: CVNA (79.6%), NOW (12.4%), SPOT (7.9%) and CDLX (0.1%).

What did KPS Global Asset Management UK Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did KPS Global Asset Management UK Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.