KPS Global Asset Management UK Ltd — Q3 2025 13F-HR

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Q3 2025 · 13F-HR

KPS Global Asset Management UK Ltdholdings as filed

Filed 2025-10-20 · accession 0001172661-25-004326

$789.0M

Reported value

Positions

2025-09-30

Period end

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The Brief · KPS Global Asset Management UK Ltd · Q3 2025

AI · grounded in 13F

KPS Global Asset Management UK Ltd established a new position in CVNA valued at $565.86M. The fund also added new holdings in SPOT for $137.86M and NOW for $82.37M. A final new position was opened in CDLX totaling $2.96M. Total assets under management for the period stand at $789.04M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
146869102	CVNA	CARVANA CO	$565.9M	71.7%	1,500,000	Common	SOLE
L8681T102	SPOT	SPOTIFY TECHNOLOGY S A	$137.9M	17.5%	197,500	Common	SOLE
81762P102	NOW	SERVICENOW INC	$82.4M	10.4%	89,500	Common	SOLE
14161W105	CDLX	CARDLYTICS INC	$3.0M	0.38%	1,218,830	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.