KPS Global Asset Management UK Ltd

London, X0 · CIK 1799162 · 13F filing filed 2026-07-20

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$620.0m reported value +0.2% vs Q1 2026

4positions

100.0%in top 10

1 new 1 added 1 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CARVANA CO CL A CVNA	CVNA	7,500,000	$493.6m79.62%	79.62%	Unchanged
2	SERVICENOW INC COM NOW	NOW	775,000	$76.9m12.41%	12.41%	Added +75.0k	+75,000 10.7%
3	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	106,520	$48.9m7.89%	7.89%	Reduced -43.5k	-43,480 -29.0%
4	CARDLYTICS INC COM NEW CDLX	CDLX	121,883	$547.3k0.09%	0.09%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CARDLYTICS INC		1,218,830	$1.3m1.2m shares